New Client Packet

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2022 Tax Season New Clients

We are accepting new clients for the 2022 tax filing season for extensions only. You will need to complete your Introductory Survey and schedule your Introductory Meeting. Both of these actions are required of all new clients prior to filing your tax return.

typewriter mug clock glasses

2022 Tax Season New Clients

We are accepting new clients for the 2022 tax filing season for extensions only. You will need to complete your Introductory Survey and schedule your Introductory Meeting. Both of these actions are required of all new clients, prior to filing your tax return.

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? If you haven’t already, click here to schedule a time for us to have a virtual meeting here. This is a great opportunity for you to tell me about your accounting and tax situation and what you’re looking for.

Introductory Survey

If you’re feeling good about this, I also encourage you to complete this quick, Introductory Survey. This survey tells me some of the basics, will let you upload your most recently filed tax return, and give me the opportunity to get to know you a little before our coffee date.

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? If you haven’t already, schedule a time for us to have a virtual meeting here. This is a great opportunity for you to tell me about your accounting and tax situation and what you’re looking for.

Introductory Survey

If you’re feeling good about this, I also encourage you to complete this quick, Introductory Survey. This survey tells me some of the basics, will let you upload your most recently filed tax return, and give me the opportunity to get to know you a little before our coffee date. This form is mobile friendly, but might be easier to complete at a computer.

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.

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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

I offer monthly, flat-fee, customized packages designed to fit your business and your needs. Advisory packages are discussed during our Introductory Meeting. As part of the onboarding process, you will be provided with an Advisory Services Engagement Objective and Scope as part of the followup from that Introductory Meeting. Depending upon our first meeting and your needs, an Advisory Services package may be developed for you within a few days to a few weeks.

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.

tag with flower

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

I offer monthly, flat-fee, customized packages designed to fit your business and your needs. Advisory packages are discussed during our Introductory Meeting. As part of the onboarding process, you will be provided with an Advisory Services Engagement Objective and Scope as part of the followup from that Introductory Meeting. Depending upon our first meeting and your needs, an Advisory Services package may be developed for you within a few days to a few weeks.

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.

 

tag with red flower

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.

 

tag with red flower

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

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