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Getting started
01
Submit the short form
Share a few basic details about your situation using the short request form.
02
Olga calls you
Olga contacts you by phone to discuss your tax situation and answer your questions.
03
Agree on scope and pricing
Together you agree on the scope of work and the pricing, based on your situation after review.
04
Receive a secure Verifyle invitation
Accepted clients receive a secure Verifyle invitation for exchanging documents, instead of ordinary email.
Steps 5 & 6
Preparation & Review
Your return is prepared using Drake Tax Desktop, professional tax preparation software, once scope and pricing have been agreed.
You review the completed returns and sign the required documents before filing.
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