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You've made the right decision!

Now it's time to proceed!

Next Steps

What you still need to do

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If you haven't already, sign and return your service agreement.
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Send over your documents

Use the secure portal to upload all information I need to begin
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Need to ask questions?

Feel free to email us to ask questions, get clarity, or request an invoice for additional services needed
Contact us
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Tax Prep Service AgreementAccounting Service Agreement
Click here to send your encrypted files
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Business Expense Tracker

Take the stress out of bookkeeping and tax season with our Business Expense Tracker. This easy-to-use spreadsheet is designed to help business owners accurately track income and expenses throughout the year, keeping financial records organized and tax-ready. Whether you're a freelancer, independent contractor, or small business owner, this tool helps you stay on top of your numbers without complicated accounting software. Price: $69.99 Once payment is received, your Business Expense Tracker will be delivered electronically within a few hours. Purchase Business Expense Tracker
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Business Strategy Session

Need answers before making an important business or tax decision? Schedule a one-on-one Business Strategy Session with Victoria Baxter. This 60-minute consultation is designed for current or aspiring entrepreneurs, self-employed professionals, and small business owners seeking guidance on topics such as: • Business startup questions • Entity selection and formation • Tax planning considerations • Bookkeeping and accounting concerns • Business structure and compliance • General business and financial strategy This session provides practical guidance tailored to your unique situation and goals. After payment is received, please contact us to schedule your session. Price: $250 Purchase Strategy Session

IRS Resources

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An IRS Identity Protection PIN (IP PIN) is a unique six-digit number used to confirm your identity and prevent someone else from filing a federal tax return using your Social Security number or Individual Taxpayer Identification Number.

Click here to obtain.
An Employer Identification Number (EIN) is a unique nine-digit number assigned by the Internal Revenue Service to identify businesses and other entities for tax purposes.

Click here to obtain.
Employer Identification Number
Need a payment agreement with the IRS?
Yes, the IRS offers payment plans for individuals and businesses who cannot pay their tax bills in full. You can apply for a plan directly through the Online Payment Agreement Application.

Begin your application here.
Need to check the status of your refund?
You can check your federal tax return status online using the IRS Where's My Refund? tool. Find it here.
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