We Want To:

• Provide you with expert advice that puts you at ease.
• Make the tax filing process stress-free and convenient for you.
• Be available to you throughout the year!

Our goal is for filing your taxes to be as smooth and transparent as possible. This is why we offer a complimentary consultation to discuss your situation and to see if we would work well together. 

 

We can give you a general idea of what your fee will likely be. However, since every person's situation is unique, it is not possible for us to know until we have seen and interpreted all of your information.

The security of your data is very important to us. All communication and document exchange are done through our encrypted secure portal.

Once we have decided to work together, you can expect the following process:

1. You will sign an engagement letter, submit a deposit, fill out a tax questionnaire, upload current year tax documents, and prior year tax return (if a new client) through our secure online portal.
 

2. We will review what you sent over and send you a list of missing items.  We may do a video chat or call at this point to review questions.

3. We will prepare your return and send a draft for your review and an invoice for the remaining balance.

4. We can do a video chat or call to review your returns. Once all  your questions have been answered, you will electronically sign your returns.

5. We will electronically file your returns.