04/13/2023
Good Evening, if you have fallen behind and still need to file your taxes follow the instructions below:
My name is Krista and I am the Owner/ Operator of The Taxatic LLC. I would like to thank you in advance for considering The Taxatic.
In preparation for our consultation I request that my clients complete section one of my survey, which you can access at the link below.
This survey allows me to generate a client portal for you that will link to your return. Therefore your social security number is needed. Don't worry your information is secure, this is why we will be utilizing your client portal to transmit information to one another. Once you complete the survey and I generate your portal access, you will receive a system generated email, in which your passcode will be the last 4 digits of your SSN. Once you login in you have the ability to change your passcode.
Please do not upload documents that are password protected. I typically ask my clients to remove all passwords from password protected documents, by downloading them to your computer before uploading them to the portal. When you save the document please name the document for what it is.
After I review your documents I will schedule your consultation to better answer your questions. Within the portal there is a message section that allows you to ask questions also. Feel free to do so, I will receive a notice for your requests.
Thank you in advance for your time and consideration!
https://form.jotform.com/223379001936052
---
Krista Heslip
Owner/Sr. Tax Professional
The Taxatic LLC
[email protected]
470.615.4673
Please click the link to complete this form.