You're in great hands

We make sure all our new clients feel welcome and taken care of. During your first appointment, we will review your personal situation or that of your business to get a better understanding of what services you need. From there, we will explain our process and determine the course of action. We typically proceed with an engagement letter explaining what is expected as the service is provided and deposit to secure services.


Tax Preparation in 3 easy steps:

1)Make an appointment for your FREE tax prep consultation. Use the blue buttons.

2)Review, sign and submit your tax preparation engagement letter

3)Complete and submit your tax organizer and tax documents to our secure dropbox via this link or the "Submit Documents Here" box below.

**Please note using the dropbox "Submit Documents Here" link below allows you to submit multiple documents at one time. You are even able to take pictures of your documents and submit everything right from your phone. It doesn't get any easier than that!**


Have any questions?
Use the blue circles to get in touch.