New Client Packet
2023 Tax Season New Clients
We are accepting new clients for the 2023 tax filing season. You will need to complete your Introductory Survey as a first step. This is required of all new clients before we meet or have additional discussions regarding your tax needs.
2023 Tax Season New Clients
We are accepting new clients for the 2023 tax filing season for extensions only. You will need to complete your Introductory Survey. This is required of all new clients before we meet or have additional discussions regarding your tax needs.
Welcome!
WE’re glad you’re here!
take a minute to run through the new client packet to your right. You may have already done some or all of this.
Virtual Coffee
Hey there! I’m Megan and I use she/her pronouns. What are yours? This first meeting gives us an opportunity to get to know each other as humans a little bit. It also gives us an opportunity to go through your needs and how we can address them. No tax or accounting advice will be given during this meeting. You will receive a link to schedule your meeting after completing your Introductory Survey.
Introductory Survey
There’s always a first step. Around here, that’s usually with providing information. This Introductory Survey will do just that – it tells me some of the basics about you and your tax and accounting needs. This helps me prepare for our first meeting to have solutions and a process mapped out for you.
Consent to Disclosure
I talk about this a lot: if you work with another professional, be it an attorney, financial advisory, another accounting professional, or someone else entirely, I will need you to give express written permission to be able to do so. You can click this text to complete any Consents to Disclosure that are necessary.
Onvio - Secure Client Portal
Once you’ve completed your Introductory Survey, I can set up your secure client portal with Onvio. This portal is your first stop to send me information, including tax returns, tax documents, and anything else you need me to have. Remember, email isn’t a secure method of transmittal. Anything that might be sensitive shouldn’t be sent through email.
Depending on what we’re working on together, I may use a few other systems, including Cognito Forms and Xero, to request information from you. All of these are secure, encrypted, and come straight to me.
Accounting Software Access
If you own a business, it’s inevitable that you’ll use accounting software to record your financial activity. The links below will take you to instructions on sharing your cloud accounting with me. Don’t use one of these systems? Let me know and we’ll talk about it.
FreshBooks – be sure to select the Accountant user type.
Xero – be sure to selet the Advisor role.
Quickbooks Online – you’ll need to add me as an Accountant user, not a regular user.
Welcome!
WE’re glad you’re here!
take a minute to run through the new client packet to your right. You may have already done some or all of this.
Virtual Coffee
Hey there! I’m Megan and I use she/her pronouns. What are yours? This first meeting gives us an opportunity to get to know each other as humans a little bit. It also gives us an opportunity to go through your needs and how we can address them. No tax or accounting advice will be given during this meeting. You will receive a link to schedule your meeting after completing your Introductory Survey.
Introductory Survey
There’s always a first step. Around here, that’s usually with providing information. This Introductory Survey will do just that – it tells me some of the basics about you and your tax and accounting needs. This helps me prepare for our first meeting to have solutions and a process mapped out for you.
Consent to Disclosure
I talk about this a lot: if you work with another professional, be it an attorney, financial advisory, another accounting professional, or someone else entirely, I will need you to give express written permission to be able to do so. You can head here to complete any Consents to Disclosure that are necessary. It’s pretty mobile friendly, but might be more comfortable at a computer.
Onvio - Secure Client Portal
Once you’ve completed your Introductory Survey, I can set up your secure client portal with Onvio. This portal is your first stop to send me information, including tax returns, tax documents, and anything else you need me to have. Remember, email isn’t a secure method of transmittal. Anything that might be sensitive shouldn’t be sent through email.
Depending on what we’re working on together, I may use a few other systems, including Cognito Forms and Xero, to request information from you. All of these are secure, encrypted, and come straight to me.
Accounting Software Access
If you own a business, it’s inevitable that you’ll use accounting software to record your financial activity. The links below will take you to instructions on sharing your cloud accounting with me. Don’t use one of these systems? Let me know and we’ll talk about it.
FreshBooks – be sure to select the Accountant user type.
Xero – be sure to selet the Advisor role.
Quickbooks Online – you’ll need to add me as an Accountant user, not a regular user.
New Client FAQ
Pricing
Every tax return, advisory package, accounting set up, projection, or other service is priced specifically to and for you. I know you’re here to learn what it might be like to work together, so, I’ve outlined some pricing for you below. Prices below are minimums are subject to change without notice.
Individual Tax Returns
Individual Tax Prep (1040, Sch A, Sch B, Sch D, EIC) $700-$1000+
Individual Tax Returns + Sch C or Sch E
Individual Business Owner (Sch C/Sch E filer) Tax Prep $1030-$1750+
Entity Tax Returns
Entity (1120-S/1065, 1120, 1041) $1,300+
Advisory Services
We know there’s much more to taxes than tax returns. There’s projections, strategy, and all of the underlying accounting that has to be done to get to those projections and strategy. Advisory packages and services are offered to you on an as-needed basis.
Accounting Tour
Lean into your business’s finances and unlock your inner accountant. Learn to read your financial reports like an accountant, understand your cash needs, and know where your dollars are going. Along the way, you’ll also learn about the little details that accounting for modern small businesses easier than ever before. Click here to learn more.
New Client FAQ
Pricing
Every tax return, advisory package, accounting set up, projection, or other service is priced specifically to and for you. I know you’re here to learn what it might be like to work together, so, I’ve outlined some pricing for you below. Prices below are minimums are subject to change without notice.
Individual Tax Returns
Individual Tax Prep (1040, Sch A, Sch B, Sch D, EIC) $700-$1000+
Individual Tax Returns + Sch C or Sch E
Individual Business Owner (Sch C/Sch E filer) Tax Prep $1030-$1750+
Entity Tax Returns
Entity (1120-S/1065, 1120, 1041) $1,300+
Advisory Services
We know there’s much more to taxes than tax returns. There’s projections, strategy, and all of the underlying accounting that has to be done to get to those projections and strategy. Advisory packages and services are offered to you on an as-needed basis.
Accounting Tour
Lean into your business’s finances and unlock your inner accountant. Learn to read your financial reports like an accountant, understand your cash needs, and know where your dollars are going. Along the way, you’ll also learn about the little details that accounting for modern small businesses easier than ever before. Click here to learn more.
New Client FAQ
Practices and Procedures
So many rules to follow! Crayon Advisory, LLC strives to find a balance with clear, consistent communication, security, bureaucracy, efficiency, and your own experience. So, what’s it like to work together?
Scheduled Meetings and Calls
As much as possible, I schedule out phone calls and meetings through an automated scheduling system. This keeps me on task and allows me to prepare for our meeting.
I recognize this frustrates many. Email, voicemail, and even Voxer are the solutions to this. Email, voicemail, and Voxer messages with specific questions will often result in an answer to your question before you’re able to get onto my calendar. And, of course, if its an emergency, tell me your preferred method of responding and I’ll do my best. That said, in 20 years of experience, no one has died from taxes or accounting.
Communication Systems
Besides email, voicemail, and Voxer, we use secure methods of communicating to both request and send information. These include Suralink’s Request Management List, the Onvio Client Center, and Cognito Forms. All of these systems are encrypted and secure.
That First Meeting
That first introductory meeting is just that: an opportunity to get to know each other. You’re getting a feel for me and how I work with clients. I’m getting a feel for you, your needs, and if we can serve them. No, I don’t charge for this.
Bring all of your questions to that first meeting. The more information you can provide me by completing your introductory survey, the more I can give you during our initial meeting.
New Client FAQ
Practices and Procedures
So many rules to follow! Crayon Advisory, LLC strives to find a balance with clear, consistent communication, security, bureaucracy, efficiency, and your own experience. So, what’s it like to work together?
Scheduled Meetings and Calls
As much as possible, I schedule out phone calls and meetings through an automated scheduling system. This keeps me on task and allows me to prepare for our meeting.
I recognize this frustrates many. Email, voicemail, and even Voxer are the solutions to this. Email, voicemail, and Voxer messages with specific questions will often result in an answer to your question before you’re able to get onto my calendar. And, of course, if its an emergency, tell me your preferred method of responding and I’ll do my best. That said, in 20 years of experience, no one has died from taxes or accounting.
Communication Systems
Besides email, voicemail, and Voxer, we use secure methods of communicating to both request and send information. These include Suralink’s Request Management List, the Onvio Client Center, and Cognito Forms. All of these systems are encrypted and secure.
That First Meeting
That first introductory meeting is just that: an opportunity to get to know each other. You’re getting a feel for me and how I work with clients. I’m getting a feel for you, your needs, and if we can serve them. No, I don’t charge for this.
Bring all of your questions to that first meeting. The more information you can provide me by completing your introductory survey, the more I can give you during our initial meeting.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We're ready to meet you! Select a time from the options below, settle in with a coffee or a quick espresso from the virtual barista, and get ready for some answers. We'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Schedule Your Introductory Meeting
Before you get to our calendar, we have a survey for you to complete. You won't need any additional information or specifics. Just some questions about you.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We're ready to meet you! Select a time from the options below, settle in with a coffee or a quick espresso from the virtual barista, and get ready for some answers. We'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Schedule Your Introductory Meeting