Vicie L. Moran, CPA - New Client Form
Thank you for your interest in having my CPA firm prepare your taxes!  I’ve been operating this virtual CPA firm for the last 15+ years and I finally get to breathe into my business full time!  I’ve outlined the most frequent questions on process and pricing below.

Process
If you provided me with your email address, I will send you a link to my secure server that is used to complete a questionnaire, sign an Engagement Letter (this is the document that says I’m preparing and e-filing your state and federal tax returns), and upload your tax documents.  The system lists out all the usual forms and I’ve created a space for “Other” in case you have special circumstances.

I receive a notice on my end when you’ve uploaded documents.  Once I see that you’ve uploaded, I’ll reach out, usually the next day, and confirm if you’ve uploaded everything.  No worries if you haven’t and just want to get the documents in the system and off your desk, the confirmation helps me stay organized on my end!  

Once confirmed, I send a timeline for completing your taxes, based on my currently workload and invoice for payment. Once completed, I’ll send over an electronic copy for review and electronic signature.  After signing, taxes are e-filed and a final electronic copy is uploaded to the system for you to download or a paper copy is sent, if you select that option in the initial questionnaire.

Pricing
Pricing is based on the number of Federal forms required to complete your taxes.  If you upload a copy of your previous years’ tax return, that would be helpful in determining your estimate.  My rates start at $150 (simple return) for the 2023 tax season.

Questions?  If it's a quick question, email vicie@vmoran.com!  Need to chat instead of email, propose three (3) times that we can Zoom and I’ll schedule a 10 min consult. Need more than 10 minutes? Book time via the Financial Planning/Initial Consult option on my website www.vmoran.com.

**One final thing to note, I do not file taxes during the week of April 15th.  It’s too stressful receiving information last minute and trying to beat the deadline for filing!  My response will usually be to file an extension electronically, which I’m happy to complete for you, the client!  There will be an additional fee for any requests to file after April 15th.

Make it an amazing day!

Vicie L. Moran, CPA, CIA, CFE, PMP
(404) 825-8815
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