Welcome To A Simple Process
Gather ALL your tax documents.
Checklist
Reserve a spot for me to prepare your return.
Schedule appointment
Complete your tax packet.
Download tax packet
Drop-off and Pickup:
13401 Riverside Drive, Sherman Oaks, CA 91423
Postal Service: Inquire via email or text.
Here
FOR YOUR SECURITY, PLEASE DO NOT SEND UNPROTECTED DOCUMENTS VIA EMAIL
Your return will be prepared during your appointment time. I will contact you if I have questions, otherwise look out for notification that your docs are ready to review.
Review and contact me if questions, otherwise sign e-file authorizations and I will send.
Pay via Zelle to: marta@msullivancpa.com, check or cash
Review and contact me if questions, otherwise sign e-file authorizations and I will send.
Pay via Zelle to: marta@msullivancpa.com, check or cash
