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New clients
Getting started is the easy part.
Here is the whole path, from the first call to a filed return. Each step says what you do and what we do, so nothing comes as a surprise.
The four steps
- 01You
Book a call
Pick a time online or call us. It is a short call, in person or by video.
On the call- Tell us what you need help with
- We ask a few questions about your situation
- You get a quote and a document list by email
- 02You
Send your documents
Use the checklist below. Upload to the secure client portal, or bring paper copies to the office.
Good to know- Photos from your phone are fine
- Missing something? Send what you have
- We confirm when everything has arrived
- 03Us
We prepare
We get to work. If we have questions, we collect them into one list instead of sending ten emails.
While you wait- Status updates in the portal
- One clear list of any questions
- A heads-up if anything changes
- 04Together
Review and file
We walk you through the return, answer every question, and file once you sign.
When it is done- E-signature, no printer needed
- Copies saved to your portal
- Reminders for next year's dates
Document checklist
What to gather.
Tick items as you find them. Your ticks are saved in this browser only, so you can close the page and come back. Nothing is sent to us.
Sunnyfield Tax & Accounting, 36 Larkhaven Street, Suite 2, Asheville, NC 28801. (828) 555-0142. hello@sunnyfieldtax.com
Personal tax return
About you
Income
Deductions and credits
Payments and the rest
Business tax return
Business basics
Your books
People and payroll
Assets and other costs
Ready when you are.
Book your first call. Bring questions, not perfect paperwork.