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Filing With Green Room

Step 1: Contact Green Room about preparing your taxes

Contacting me ahead of time allows me to plan ahead and answer any initial questions you may have.

Step 2: Download and print your tax organizer

If you have any trouble downloading your organizer contact me so I can e-mail it to you.

If you own rental property, please fill out the rental property form in addition to your organizer.

Step 3: Read the tax advice section on this website

I want to give you the best tax return possible but in order to do that I need you to do your part. Even if you are not an artist, you will find helpful advice from the tax advice section. Feel free to contact me with any questions or to schedule a personal consultation.

Step 4: Fill out your organizer 

Please follow ALL of the instructions as it will make my job easier and your fees lower.

Step 5: Mail your materials to Green Room or arrange a meeting

Because we all have busy schedules, I have formatted the organizer in a way that doesn't require an in person meeting. Simply mail your materials to 1620 Hwy 36 W #307, Roseville, MN 55113. If I have any questions for you I will give you a call. If you would still like an in-person meeting, simply contact Green Room and we can arrange a meeting.

Step 6: Sign your completed return and pay your fee

After I have finished your returns, I will give you a copy of your completed returns to look over and sign. I can either mail the returns physically to you, share them with you through a secured e-mail, or you can come to my office and pick them up yourself. If you choose the secure link option, I will e-mail you a link to it. Remember to sign where you need to sign. Please also remember that the returns will not be filed until I have received payment.

How do I pay? I only accept cash or checks. Mail your payment to Green Room, along with your signed returns or bring your payment to the office in person. 

After your return has been filed, I will mail you a physical copy of your completed tax return along with any supporting documents you provided me. I will also retain copies of your returns and supporting documents for four years, after which time they will be destroyed.

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