Individual Tax Preparation

First, we’ll talk.

I want to hear about your unique situation and get a good sense of what
you need to move forward with confidence. 

If we decide to work together, then we’ll take the following steps:

After our initial consultation, you will be directed to provide information to begin work on your tax return preparation. This will happen electronically through a secure system called Verifyle or in person. Verifyle is my preferred method. Documents will not be accepted by regular email. All communication will be made securely through Verifyle. 

I will need you to provide the following information:

• Current Driver’s License for taxpayer and spouse
• Social Security Card for the taxpayer, spouse, and all dependents
• Birth Certificates for all dependents
• Prior year tax return including depreciation schedules (if any)
• Current year tax information required to prepare the return(s)
• Email address(es) for secure communication through Verifyle and electronic signature(s)

Here are the services I provide:

Let me handle your taxes,

while you do anything else. Anything but taxes.

Adam Knolls, CPA | Bexley, Ohio Tax Accountant

Let me handle your taxes,

while you do anything else. Anything but taxes.

Adam Knolls, CPA | Bexley, Ohio Tax Accountant