TALK TO LUCY
BEFORE SUBMITTING PERSONAL DOCUMENTS
One-on-one personalized tax support
SE HABLA ESPAÑOL
TALK TO LUCY
BEFORE SUBMITTING PERSONAL DOCUMENTS.
One-on-one personalized tax support
to ensure you're comfortable and informed throughout the process.
Step 1:
Book a short call with Lucy to ensure you're comfortable and informed throughout your tax preparation process.
Step 2:
Fill out the required forms.
If the intake forms feel overwhelming, don’t worry. Help is available to assist you with completing them.
Step 3:
Your documents are requested only after you speak with Lucy. She will provide regular updates every step of the process to keep you informed.