Returning Clients - Start here:

It’s officially tax season, and we’re ready to help you with your 2024 personal income tax return! Please read below for details on your 2024 tax organizer and return preparation process.

Here’s how to get started:

1. Book a Tax Planning Appointment: CLICK HERE. This is only if you would like to meet with your tax preparer before they begin working on your return. If not, please continue on to the next step. 

2. Access Your ShareFile Folder: CLICK HERE. After logging in, please click "Folders" in the menu on the top of the page, then open the folder labeled "2024". Inside your 2024 folder, you’ll find your personalized tax organizer. This document is designed to guide you in gathering and submitting your tax documents.

3. Upload All Relevant Tax Documents: Please upload all relevant tax documents to your 2024 folder. Be sure to include forms such as W-2s, 1099s, and any other supporting materials. Then, email office@dbargerassociates.com to let us know you have uploaded all of your documents.

Once we confirm we have received all of your documents:

1. We’ll begin preparing your return in order of first come first serve, within our estimated turnaround time frames (see below).

2. When we have completed your return preparation, you’ll receive an email that will include a summary of your results and an invoice for payment.

3. Once payment is received, we will send you your return for review, along with documents for you to sign (form 8879). You will also have the opportunity to book a meeting with your tax preparer to review your return at this time.

4. After signature is received, your return will be filed.

If you have any questions while gathering your documents or using ShareFile, please reach out to our office directly. Our team is here to make this process as smooth as possible for you!