To get started, most clients will need to complete the Intake Form (13614-C) and Consent Form (1446) and email both to email@example.com. Clients who are not US citizens or permanent residents (green card holders) will need to complete the Nonresident Intake Form (13614-NR) and the Consent Form (14446) and email it to firstname.lastname@example.org. (Note that we are unable to prepare non-US residents tax forms until March 15, 2023.)
Within a few days of receipt of a completed intake form, a site coordinator will contact you with a link to a secure folder accessible only to Jason Stanfield, CPA and three graduate student site coordinators. This email will direct you to upload your tax documents and proof of identity to the secure folder.
If upon our review of your Consent and Intake forms there are additional questions which need answered prior to your filing appointment, an IRS Certified volunteer will email you to set up a short virtual meeting.
If you have any concerns regarding our security measures, please email Jason Stanfield, CPA.
We will strive to complete your return and perform a quality review within 10 to 14 business days. When complete, Dr. Stanfield or a graduate student site coordinator will contact you to setup a virtual filing appointment to review your return and arrange for filing.
During this session, we will verify and ask follow-up questions about your completed intake form and ask to see your photo ID and Social Security card for IRS-required authentication. This virtual session will be completed using a secure video conferencing platform. This can generally be completed on your smartphone or on a PC with a webcam and microphone. After we complete this meeting, you will sign your return electronically, and after receiving signed copies, we will electronically file your return.
Examples of documents you may be requested to upload for preparation of your tax return:
- Proof of identification (photo ID, such as a driver’s license)
- Social Security card (a readable image of your Social Security card on your smartphone is acceptable)
- Social Security cards for your spouse and dependents, if applicable
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse, and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
- Interest and dividend statements from banks (Forms 1099)