We aim to provide superior customer service, tax knowledge, and tax-saving strategies to our clients, and we are able to do all this 100% online. This allows us to help clients no matter where they are located as long as they have internet access. This makes it easier and more convenient for clients to get their taxes completed by experienced professionals.
Complete the quote checklist fully, and submit it. This checklist will have options for tax preparation, tax planning, and audit assistance. We will reply within 24 hours with your quote.
Once you accept the quote, we will send you an engagement letter detailing our agreement, a tax organizer to help you with gathering your needed tax documents, and a link to our secure client portal to upload your tax items.
Once we receive all your tax documents, we will begin preparing your tax returns. Most returns are completed within 7 business days. Once completed you are provided with a draft copy of the returns to review and approve. Then final copies are provided for necessary signatures, and an invoice will be sent to you via email. Once the invoice is paid in full, we E-file your tax returns, and send you a final tax package for your records.
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