Tax Return Preparation

Tax Season is HERE!

iSN'T it TIME YOU HAD A BETTER RELATIONSHIP WITH YOUR TAXES?

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

LOCAL PRO ON THE GO

H&R BLOCK IS DOING IT NOW.
I'VE BEEN DOING IT SINCE DAY ONE.
​I JUST WASN'T CALLING IT SOMETHING SPECIAL.
UPLOAD - SIGN OFF - REVIEW - SIGN AND PAY

    ACTIVATE YOUR PORTAL ACCOUNT

Traditional Tax Prep

office
​interview*

Get your taxes done the old-fashioned way. We'll meet, discuss, and make sure you have the information you need.

​Virtual
interview*

We'll start the interview process with a quick phone call to ensure we are able to collect all the information we need.

upload your
documents

Send your documents to JDBC through your secure portal account. Once we receive them, we'll let you know the next step.
Can't remember your username or don't have a portal account yet?
​Use the Guest Exchange 
*$150 deposit is required for all tax returns that will be charged when making an appointment and will be applied to your tax return preparation fees. 

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 and get BOTH SIDES if information is on both sides.
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) If you're not good at taking pictures of document, avoid using your phone camera.
 5) DO NOT SEND SENSITIVE DOCUMENTS THROUGH EMAIL. JDBC will not be held liable if your information sent through email is breached. Email is NOT secure.
FAQ - 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. Longer wait times for information or documents important to your tax return may increase your tax return preparation fees.
how long will the preparation of my 2019 tax returns take?
Once all your documents are received, authorization granted and deposit paid, your 2019 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.
What happens when my 2019 tax returns are finished?
I will reach out to you via email and let you know when your 2019 tax returns are complete and ask you to schedule a Virtual or Face to Face Review.
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. You can do all of this right through your secure portal. Then I'll electronically file your returns and send you all your copies when they are accepted.