Cheryl Miller

Meeting Purpose:

Service Details and Pricing:

• Tax Services Start at $450: This includes a one-hour consultation and tax preparation of up to one schedule.
• Consultation Pricing: Normally $150, but receive a $50 discount when bundled with tax preparation.
• Deposit and Payment: A $150 non-refundable deposit is required to secure your appointment, with the balance due when the completed tax forms are submitted for your approval.
• Consultation Included: Every tax return includes a consultation to ensure we have all necessary information and to make any needed adjustments.

Pre-Appointment Checklist:

• Once your appointment is scheduled and the deposit is paid, you will be redirected to a payment page on PayPal to confirm your appointment. After confirmation, here's what to expect:

• Email Confirmation: Within 24 business hours, you'll receive an email with a secure Dropbox link to share important documents.

• Document Checklist: Access the checklist in Dropbox to guide you through gathering necessary tax documents.

• Upload Documents: Scan or save your tax documents electronically and upload them to Dropbox as soon as possible. This helps us have a productive consultation and speeds up the tax scheduling process.

• Location Flexibility: I can handle your tax needs 100% online, no matter your location. Sharing information securely over long distances is simple and efficient.

• Document Handling: Instead of sending all receipts, categorize your deductions per the checklist and provide totals if you lack bookkeeping. Otherwise, upload your bookkeeping records and all tax-related documentation to Dropbox. If in doubt, include it in the Dropbox for review during our call.

Post-Consultation Process:

Meeting Logistics:

• Platform: Join via Zoom link is below and will be provided in the calendar confirmation.
• Technology Needs: Please be prepared to share your screen from a desktop for optimal interaction.
• Punctuality: Meetings are scheduled back-to-back, so please arrive on time. You'll enter a waiting room to maintain client confidentiality.

• Capture Missed Deductions & Credits: Overlooked deductions or credits can add up to significant savings. Don't let past mistakes cost you more than they should! 💰 
• Reduce Tax Liability: Lower your tax liabilities from prior years and boost your cash flow for immediate business needs. 📈 
• Maximize Refunds: If you paid more than necessary, you might be entitled to a refund. Let's make sure you're getting every dollar you're owed. 💵 

• 2020 Tax Year: Filed in 2021 
• Deadline to Amend: October 15, 2024 (only days left if you filed an extension!) 🚨 
• 2021 Tax Year: Filed in 2022 
• Deadline to Amend: Until April 15, 2025, or until October 15, 2025, with an extension. 
• 2022 Tax Year: Filed in 2023 
• Deadline to Amend: Until April 15, 2026, or until October 15, 2026, with an extension. 

1. Pick the date.
2. Pick the time.
3. Pay for the appointment
4. Gather your taxes and backup.
5. You will receive an email with a link to a Dropbox. Inside of the Dropbox is a checklist. Ensure you have all of the information requested prior to the appointment.
6. We will go over all of the information during the appointment to ensure I have what I need and you have a better understanding of any available deductions.
7. Once all items have been received, I'll add you to the schedule to go over your return.
8. Once completed, you will be notified of my findings and my recommendations.
9. If you choose to amend the return, I'll add you to the schedule to complete the amendment.
10. Once completed, you will be notified and invoiced.
11. After payment, the completed return will be made available in the Dropbox for you to print, sign and mail in.