top of page


When you hire UR1CPA, you will be treated with care during every step of the process.


When you first reach out to us, we will discuss what services would be best for you. If tax return preparation is one of them, we will send you an Engagement Letter (basically just a formal letter explaining your responsibilities and my responsibilities in the tax return prep process). Then, we will need you to send us a copy of your previous year’s tax return.


When mid-January rolls around, an e-mail with a tax organizer gets sent to all clients. This will guide you when collecting all your tax return information. You will scan all your income tax documents and send them to us virtually via the link in the email.


Once the prep is complete, I will send you the invoice, along with a copy of your tax return to review. When you give us the “ok” and have paid your invoice, we will electronically file your Federal and State forms.



What qualifies as a simple tax return?

Situations covered (assuming no added tax complexity):

  • W-2 income

  • Limited interest and dividend income reported on a 1099-INT or 1099-DIV

  • IRS standard deduction

  • Earned Income Tax Credit (EIC)

  • Child tax credits

  • Student loan interest deduction

Situations not covered:

  • Itemized deductions

  • Unemployment income reported on a 1099-G

  • Business or 1099-NEC income

  • Stock sales

  • Rental property income

  • Credits, deductions and income reported on other forms or schedules (for example, income related to crypto investments)


*Payment must be made before filing return or giving return. Pay via invoice or refund.
*We are not responsible for IRS or state decisions if they decide to take refunds if you owe obligation to an organization or person.


We are so excited you have found us, and we can't wait to start working with you! To get started, all you need to do is click the "Let's Get Started" button. 

bottom of page