Our Process

Schedule & Prepare
Book your intake appointment and provide you with a personalized New Client Tax Document Checklist to help you get organized.

Intake Meeting
Document exchange, review and discuss your tax situation, confirm the preparation fee, and schedule your review session.

Return Preparation
We prepare your tax returns accurately and send them securely to you for your review.

Review Session
Meet with either in-person or virtually for a line-by-line walkthrough and brief tax insight for next year.

E-Sign & Payment
You’ll receive a Docusign link to review and sign your returns, along with a request for payment. All can be handled securely online.

E-File & Confirm
Once payment and signatures are received, your returns are e-filed promptly.  Once returns are accepted you will receive an email confirmation with the e file acceptance acknowledgement attached.

Share Your Feedback
Tell us how we did — click the review link in your confirmation email!