Please make sure you have received ALL the relevant forms and information before having me prepare your returns.
You will be emailed an organizer that contains your 2025 data sources (W-2, 1099, etc). You will also be asked to answer a list of questions to confirm estimated taxes paid and any change in work status or changes in dependents' status.
The completed organizer and these answers will be required BEFORE your tax return preparation is started.
The best and most efficient way for you to get us your information is by emailing the documents through the secure portal - do not send them through regular email.
In order for me to maximize the time available to prepare returns, I will not return phone messages until a later time. Email is by far the BEST means of communication - again, use the gg54cpa@gmail.com address.
If you feel an appointment for your 2026 filing is necessary, please request one by email. It will be a 15 minute Zoom or phone call scheduled after 5pm Wednesday or 1-3pm Saturday. I will send you the Zoom link or phone call time. These appointments will increase the cost of your tax preparation fee.
When your return is complete, you will be notified by email. You may pick them up to review and/or sign at designated times that will be posted on this website. Payment of the preparation fee is expected at the time of pick-up.
If you prefer me to mail them to you by Priority Mail, let me know and the cost of packaging and mailing the returns will be added to your fee.
You may create an account for yourself on IRS.gov at irs.gov/payments/your-online-account to view the status of your account.