Get In Touch!
I’d love to hear from you. There are several ways to set an appointment or reach out to me.
Get In Touch!
I’d love to hear from you. There are several ways to set an appointment or reach out to me.
Video/Phone Consult
Use the scheduler below to set up a free 20 minute phone or video meeting to discuss whether Edifi is the right fit for you. Video meetings are done through Zoom Video Conferencing. Note: this is not a pre-service meeting. To schedule a service onboarding session select that appointment type instead.
Service Onboarding Session
Ready to get started with Edifi? Select your preferred service in the scheduler and complete the form to set up your 45 minute virtual or in-person pre-service meeting. Virtual meetings are done through Zoom Video Conferencing. Details about the in-person meeting location will be sent to your email.
Email Message
*I will respond within 48 hours.
Frequently Asked Questions
What is Your Turnaround Time?
It depends. As long as all tax forms and documentation have been submitted, the turnaround time for tax filings will be about 3 business days. During peak season, turnaround time may increase.
What Should I Bring to My Onboarding Session?
Great question! Please click here to save and download the What To Bring Sheet.
Can I Pay for My Tax Preparation with Part of My Refund?
Yes, we offer a refund transfer which allows us to deduct the cost of the tax preparation and associated bank fees from the refund due. The funds will be available via direct deposit, check, or Netspend card.
Why is My Refund Less Than Expected?
There are many instances where the expected refund does not match the actual refund given by the IRS or state. Some of these instances include overdue federal and/or state tax debts, past due child support, unemployment debts owed, and outstanding federal student loan repayments.
Where's My Refund?
Upon completion of your tax return, your tax adviser will provide you with your expected refund amount(s). Once the return has been accepted by the IRS, you can use the IRS Where’s My Refund tool for federal refund status updates.* Most state tax departments are also able to provide state refund updates.
*Except if you choose a bank product for payment.
Do You Assist With Financial Reconstruction?
For active businesses, yes! We just require that you provide an EIN and an adequate amount of financial records to get started. We will work with you to organize your records for the following year as well.
Disclaimer: The info provided on or through this website is for educational purposes only and is not a substitute for the advice of accounting professionals familiar with your specific finanacial situation.
