Tax Season has come and gone!
Did you file an extension?
in THREE EASY Steps!
STEP ONE - Send your files securely to your NEW JDBC Portal
Complete the information below and upload your tax documents*. They will be securely sent to JDBC through secure cloud technology with bank level encryption.
*For your protection and security, please include a copy of your state issued ID or passport.
*For your protection and security, please include a copy of your state issued ID or passport.
STEP TWO - Schedule Your Return Review
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Once your tax documents are received, you'll be directed to schedule your appointment and make your preparation deposit*. Once completed, you'll receive the Client Service Agreement to give your permission to get started on your tax returns. If I have any questions or need clarification, I will reach out via email.
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New This Year!
Sign your documents online! No more discovery that your printer doesn't work or you're out of ink! |
*$140 deposit will be applied to your tax return preparation fees. If filing a joint return, both taxpayers will receive the Client Service Agreement for approval.
STEP THREE - Review Your Return
Upon completion of your 2018 Tax Returns, I'll send you an invitation to review your tax returns one of the following ways...
Virtual
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Face to Face Review
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When your review is finished, all you'll have to do is sign your return and pay any remaining preparation fees. I'll electronically file everything and send your your copies via secure portal. That's it!
Tips for uploading...
1) If you file a Joint Tax Return, you must include information about your spouse.
2) Scan your tax documents to PDF
3) Add pages to the PDF file rather than create a new file. The lesser the number of files, the quicker you get finished.
4) Avoid using your phone camera if you can
5) Do not use email to send documents. Email is NOT secure.
2) Scan your tax documents to PDF
3) Add pages to the PDF file rather than create a new file. The lesser the number of files, the quicker you get finished.
4) Avoid using your phone camera if you can
5) Do not use email to send documents. Email is NOT secure.
Important things to know during the preparation of your tax returns...
What if i have a question?
Please send a message with your question to JDBC at john@mketaxcoach.com. I will response with an answer within 24 hours.
what if jdbc has a question or needs clarification?
I will reach out to you via email. There is an expectation or a prompt response within 24 hours to be able to complete the preparation of your returns in a timely manner.
how long will the preparation of my 2017 tax returns take?
Once all your documents are received, authorization granted and deposit paid, your 2017 tax returns will be completed within 36 hours*.
*This time commitment may be delayed if questions arise or clarification is needed during the tax return preparation process.
*This time commitment may be delayed if questions arise or clarification is needed during the tax return preparation process.
What happens when my 2017 tax returns are finished?
I will reach out to you via email and let you know when your 2017 tax returns are complete and ask you to schedule a Virtual Tax Review ro Face to Face Review in my Vliet Street office or Downtown at Hudson Business Lounge.
what if i don't have time to schedule a review?
Then all you have to do is review your summary documents for accuracy, sign your return and pay any remaining tax preparation fees. I'll electronically file your returns and send you all your copies when they are accepted.
John does a great job! He makes it quick and easy as possible with personal service. He also gives great advice on how to keep more money in your pocket!
T.K.. - Milwaukee
You = Awesome!
A.G. - Bayview
