Gain Confidence In Your Tax Filing Now—Discover Strategies to Maximize Your Future

We’re on our way to getting your taxes completed.

Meeting Details:

Duration: 15-20 minutes

Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call.

How to Schedule: Convenient online scheduling is preferred: Click Here to Schedule

🎯 What to Expect from Your Organizer Review Call

This meeting is a focused check-in to help ensure we have everything we need to begin preparing your return—clearly, accurately, and on time.

To keep things efficient, please have your SIMPOLFIED 1040 Organizer completed before your call. If you have any specific questions or items you're unsure about, feel free to let us know in advance.

What this call is for:

  • Reviewing your completed organizer and clearing up missing or confusing info

  • Answering questions about how to complete the intake form

  • Confirming we have what we need to move forward

  • Setting expectations for next steps in your tax prep process

What this call is not:

  • A tax planning session or strategic advice meeting

  • A full document review or discussion of advanced scenarios

  • A deep dive into multi-year tax strategy

If you’re looking for a broader tax planning conversation, we’d be happy to schedule a separate session for that.

This is a quick, helpful meeting designed to make sure we’re aligned and ready to file.

Step 1: Document Review

We’ll carefully review your provided documents, including:

  • Income Records: W-2s, 1099s, etc.

  • Deductions: Mortgage statements, property taxes, donations, medical expenses.

  • Investments: 1099-DIV, 1099-INT, etc.

  • Business or Rental Income/Expenses: For self-employed or property owners.

If anything is missing, we’ll guide you on how to provide it.

Step 2: Clarifying Questions

We’ll discuss:

  • Life changes (e.g., marriage, home purchase, new business).

  • Potential new credits or deductions.

  • Any specific concerns or questions you have.

  • "Unsure - Let’s Discuss" Answers: We’ll address any items you marked as "Unsure - Let’s discuss" in your tax organizer, ensuring clarity and accuracy.

Step 3: Basic Tax-Saving Opportunities

We’ll identify ways to save, including:

  • Deductions and credits you may qualify for.

  • Retirement contribution options.

  • Basic observations to reduce taxable income for self-employed individuals.

Step 4: Next Steps

After the review, we’ll outline:

  • Additional documents needed (if any).

  • Timeline for tax return completion.

  • Options for ongoing tax planning services.

Prepare for Your Review

To make the most of your session:

  1. Complete your tax organizer.

  2. Provide all supporting documents in TaxDome.

  3. Note any questions you have.