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)Contact us for an appointment to ensure we are a good fit for you. Use the blue or black buttons.

2)Complete, review, and sign your engagement letter and tax organizer. 

3)Pay for services and submit your tax organizer and tax documents to via your personal link. Link will be provided upon payment.

**Please note using the link 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.