Homeroom E-Return: “My tax return is too complex. How will I properly explain my situation?”


By now, you’re probably feeling a bit more keen to dip your toes into the world of online tax filing, and save yourself time and money!

But what about that extra self-employment income you earned mid-year after your messy divorce? Or that time during the fall when you took a 3-week contract at an office after quitting your full-time job at your kid’s school, right before you started working part-time as an actor?

Sure. Not every tax situation is clear-cut and on a snap-and-send basis, like the Homeroom E-Return requires. You might feel the need to explain your situation to us in-person.

Thing is, MOST of the time, clients presume their tax situation is more complicated than WE know it is. We’ve seen it all, and it is seldom THAT extra.

Do it up, and leave the rest to us, the pros! We know where to find you (and we mean that in the nicest, non-stalkerish, most helpful way possible!)

  1. Complete the intake form.
    1. This form is designed to ask ALL the important questions that will allow us to file your tax return.
      1. Eg: How many tax forms do you have, which year are you filing for, what is your marital status, are you self-employed, etc.
  2. We will review your form and send you instructions on how to submit your tax documentation.
  3. We will schedule a phone call or email you any questions we may have.
  4. We will send you a tax return draft to review.
  5. We will e-file your tax return when we receive your signed tax draft.
To encourage easy and safe tax filing, you will receive the best Homeroom rate when you request the Homeroom E-Return!
Next blog post will delve deep into the electronic signature that will make even the computer-illiterate want to e-sign!

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