Our process is simple-gather your tax documents listed on the packet. Set an appointment time through the scheduling app on the website. Complete the packet and send to us before the time of your appointment. If you are meeting in person, you may bring your documentation to us at the start of the appointment. Sessions are 1.5 hours, unless more time is needed, then the overtime rate will be added to the fee. So be prepared! If an appointment is booked and you do not cancel 24 hours in advance, you will incur a $50 fee to reschedule.
FOR YOUR SECURITY, PLEASE DO NOT SEND UNPROTECTED DOCUMENTS VIA EMAIL
You can get your documents to us in 3 ways…
Secure Online Portal: Please combine your docs into 3 pdfs maximum. (Many clients share using the Genius Scan app for this.) Go to msullivancpa.com/signup to open an account (be sure you check the box “Notify new uploads by email”. If you already have an account or want to login to your new account go to msullivancpa.com/login. Upload your packet and tax docs in time for your appointment. I will upload your return and signature pages at the end of your appointment. Watch for your email at the 1.5 hour mark.
- Mail: Please send copies only. Keep your originals. Mail to: Marta Sullivan, CPA 13351 Riverside Drive #479, Sherman Oaks, CA 91423. Email us to let us know you have mailed your documents, making sure they are received in time for your appointment. Your return will be encrypted and emailed back to you for your review and signature of the electronic filing documents. Your copies and final return will be mailed.
- Drop-off and pickup: You will just come to 13401 Riverside Drive, Sherman Oaks, CA 91423. There is free parking in front of the building. At the time of your appointment, call 600 at gate of building and I will let you in the gate to hand me your documents. I will text or call you that I am finished with your return and to come pick up your folder. This should be at the 1.5 hour mark.