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PERSONAL SERVICE. CLEAR NEXT STEPS.

Personal & Small Business Tax Preparation

Work directly with Jon Miller, owner of The Good Steward Online, for personal and small business tax preparation. As an independently owned business, I bring a personal touch to every return—with clear answers, attentive service, and one familiar person guiding you from start to finish.

Meet online through Miscrosoft Teams

Online tax consultation on a laptop, with two people in a video meeting and tax documents, a pen, and a calculator on the desk.

Personal attention

Secure document sharing

Convenient online appointments

Tax help for you and your business

Personal tax preparation workspace with tax forms, a calculator, laptop, notebook, and cup of coffee.

Personal Tax Preparation

Support for individuals and families with clear communication throughout the process. 

Calendar marked “Tax Day” on the 15th, surrounded by folders and paperwork for small business tax preparation.

Small Business Tax Preparation

Help organizing your business information and preparing your tax return. 

Meet with Jon

Discuss your needs on Microsoft Teams

Secure Upload

Receive access to your secure document portal. 

Prepare taxes

I prepare your tax return and walk through your questions. 

Approve & File

Review and authorize your tax return before filing. 

A simple process, from meeting to filing

LET'S GET STARTED 

Book your tax appointment now. 

Choose a time to discuss your personal or small business tax needs. 

Online via Microsoft Teams

Your confirmation will include meeting details.

A few common questions

  1. How do we meet?  Online through Microsoft Teams.

  2. How do I share documents? We share documents through our secure client portal after we meet.

  3. Will I review my return before it is filed? Yes, you'll review and approve your return before we submit it.

  4.  How much does tax preparation cost? Pricing depends on your return’s complexity, and you’ll receive a quote before we begin work.

  5. What documents will I need? I’ll provide a document checklist based on your tax situation.

  6. Will you complete my taxes during our Teams meeting? We prepare your return after our meeting, once we receive all required documents.

  7. How long will it take to prepare my return? I’ll provide an estimated timeline based on your return’s complexity and my current workload.

  8. Who will prepare my taxes? You’ll work directly with Jon Miller, owner of The Good Steward Online.​​

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