How It Works

By Sharilyn Steketee
  1. You schedule a free consultation/intake interview with Sharilyn by phone or Zoom.
  2. Sharilyn sends you an estimate, engagement letter, and list of documentation needed from you.
  3. Sharilyn sends you an invitation to MyTax portal.
  4. If you want to proceed, you accept the engagement letter.
  5. You answer tax questionnaire and upload files to MyTax portal. 
  6. Sharilyn prepares your tax returns.
  7. Sharilyn sends you updates and/or any further questions.
  8. Sharilyn completes your return and uploads a review version to MyTax portal for your approval and e-signature.
  9. You make any corrections and/or approve return. 
  10. Sharilyn e-files your returns and sends you the acceptance confirmations from IRS and state.
  11. Your taxes are completed! You are calm.  

Photo credit: Sharilyn Steketee