GDA Clients Tax Season Overview
Let’s walk through our 2020 taxtime process together.
In a difficult year, our goal is to help make your tax season as smooth, clear, and efficient as possible.
The Bottom Line:
Choose a package
Sign proposal/ send deposit
Schedule year-end meeting with Heather
Respond to 2020 Tax Changes Questionnaire via email
Respond to Document Checklist
Upload legible documents asap
Respond to questions/ additions/ etc.
Celebrate!
Let’s talk details:
1. We are offering two package options this year:
The first option is tax prep only and is the same as what we did for everyone last year. The second option is tax prep and year-round consulting. This option allows us to work a little more closely with you as tax laws and business landscapes keep changing. We are offering this plan because this year has been full of changes and many of you have reached out for support throughout the year. *We love working with you year-round!*
If you have not yet received a tax proposal, please email us!
Once you have your proposal, walk through via helpful video with resident moviestar-slash-General Manager Jaie, choose your preferred package, and:
2. Sign your proposal — please don't wait as we have limited space. We require a deposit before work starts (payment plans are available in cases of current financial hardship).
3. Schedule your year-end meeting with Heather! Please select the Tax Health Check-In.
4. We will send you a rad 2020 Tax Changes Questionnaire. It tells us what changed since last year so we can ask you for updated info. Please send this back asap—fear not, it’s all yes-or-no questions.
5. Using said^^ rad Questionnaire and last year's info, we assemble a Documents Checklist to collect all the boss Documents we need from you!
You will receive it via email, it looks like this:
You will create a pin once:
You can ask questions/comment, and upload here!
Two important things re your docs:
Work starts when *all* documents are received—it’s a 2/3 week turnaround from complete receipt. So please send your docs asap.
Legible documentation! Your docs should #sparkle like your #selfies – large, sharp, shadowless, precise. Smartphones can help your hardcopy docs go to the Sparkly Digital Document Ball:
An iPhone Notes section acts like a fax (For those born in 2004, there was an ancient folk ghost named Fax Machine.)
Android users can use the Google Drive app.
If you have questions^^, ask your friendly neighborhood admin Jillian.* (*more on that later)
Now that your docs are lit, please send them to us via the secure checklist. Not by email please - and nary a text, WhatsApp, Tweet, etc. We want your info safe from those who shouldn’t see it and legible for those who should!
7. Receive and respond to any questions, additions, etc. we may need from you.
8. Celebrate! Sit back & relax while we do the work.
And taking a sec to introduce Jillian, our friendly neighborhood admin. She's coming at you virtually from the mean streets* (*=kitten piles, twinkle-lit-backyards) of NYC. She will reach out regarding your Questionnaire, the upload of your vivid, photogenic Documents, and with other helpful hints (*wink*).
And that's how you can make Tax Day a Good Day!
2020 has been an unspeakably difficult year for all of us. Prepare, reach out with any questions, let us know how to help you, and we’re all sure to have a Good Day and hopefully a brighter 2021.