Follow these 8 steps to get your individual returns filed!
1) Send me an email for an access link to the Client Portal
This Encrypted Portal is where we will communicate and send documents back and forth as well as sign documents. When you contact me by email, text, or phone, I will email you a link. Click that link and enter your email and a password you will remember and you will be directed into the portal. You can upload, preview, download, and sign documents! Returns that are e-filed are uploaded by me into the portal as FINAL. JAMI@JLGFINANCE.COM
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2) Review and Sign the Engagement Agreement
The IRS requires that a signed agreement be kept on file for each year. I have created an easy digital engagement agreement here that you can print, sign and upload to the Portal OR I can send you one to digitally sign right from the Portal. It is really easy and required prior to starting your tax returns.
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3) Gather your Documents!
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The Virtual Client Intake form gets some basic details so I can get the return started. This form opens in a new window and you can fill and submit.
The Tax Document Checklist lists the documents, lists and total figures you will need to upload to the Portal.
My primary objectives are to have an accurate and complete tax return, as well as minimize your tax liability. Like Jerry Maguire says, "Help me to help you!"
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4) BUSINESSES please fill out the Business Intake Form. The spreadsheet is helpful for organizing financial details.
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5) Once I have your Documents, I will get to work!
I will send you a preliminary copy of your return to review with your documentation that's also already in the Portal. When we both agree that the return(s) is acceptable, then I will Upload a FINAL COPY to the portal. This is the copy that will be e-filed.
6) I will send you the e-file authorization forms for your signature
You will get the e-file forms, taxpayer (and spouse) click through, and sign. I'll get a notification that the forms are signed. If you gave me your bank details, then you won't have to mail a check or wait to receive your refund check. Be sure to give me those bank details!
7) Pay for my services.
You can now pay me via the Verifyle Portal! I also accept Venmo at @Jami-Barkley, Zelle at: jami0714@gmail.com. You may also send a check to Box 454 Jasper GA 30143
8) I will e-file your returns.
I'll send the e-file confirmation to the Portal. Voila! we are done. Now, Aren't you glad that's done?
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9) Planning!
But wait, there's more! I work with clients throughout the year to help proactively strategize for the next and future tax seasons. I charge a modest planning fee for planning and projections.
