Frequently Asked Questions


What types of tax returns do you prepare?

I specialize in individual tax returns (Form 1040) for:

  • College students and graduate students

  • Faculty and staff

  • Local residents who need a simple, affordable, accurate filing

I handle W-2s, 1098-T (tuition), scholarships, 1099-NECs, side gigs, unemployment, and typical state returns (Connecticut, Massachusetts, Rhode Island).
I do not currently file business (Schedule C with employees), partnerships, or corporate returns.

How do I upload my tax documents?

You’ll receive an invitation to Drake Portals (a secure, encrypted client portal).

  1. Log in from your phone or computer.

  2. Upload clear photos or PDFs of your W-2, 1098-T, 1099, and any other forms.

  3. When your return is ready, I’ll send it back for your review.

  4. You’ll e-sign Form 8879 through the portal (IRS-approved e-signature using Knowledge-Based Authentication).

Everything stays encrypted and fully compliant with IRS and Connecticut data-security requirements.

How long does the process take?

Typical turnaround:

  • Simple student return: 1–2 days after all docs are received

  • Faculty/staff returns: 2–4 days depending on complexity
    E-filing confirmation is sent immediately after IRS acceptance.

What is the student & staff discount?

Yes!
I offer a flat $100 all-inclusive return for college students and faculty/staff.
That covers your federal + Connecticut state filing, W-2s, and common forms like the 1098-T (for students) or educator deductions (for staff).
Additional forms (extra states, side gigs, crypto, etc.) can be added for a small fee.

This discount is automatically applied when you select “Student Return” or “Faculty Return” while booking your appointment online — no promo code needed.