Tax Preparation

Schedule your free 15 minute tax prep consultation to discuss our processes and what is needed to become a client. (New Clients Only)

You will go through our process by completing intake forms, engagement letters, & upload documents. 

After all documents are received, we will review & start processing your return. We will reach out to you with any questions or request additional items (if needed). Please note that we will not start on your return until all items are received. 

A draft return will be completed within 48 hours upon receiving all documents. 

After the 1st draft is completed, we will send an invite to our secure portal and schedule a review of your return. During this time, we will discuss any questions you may have and we will provide you with your estimates.

After review, you will electronically sign your return via your secure portal. Once signed, we will transmit to all agencies. Once we have received confirmation that your return was accepted, we will upload a final copy to your secure portal.