Discover

  • Discovery Call

  • Gather Initial Questions & Concerns

  • Establish Pricing

We’ll first connect on a 15-minute Discovery Call to ensure we’re a great fit. We’ll get to know you and your tax concerns, and you’ll get to know us, how we work, and what to expect when working with us.

Onboard

  • Receive Invitation to our Secure Client Portal

  • Complete Onboarding Paperwork & Questionnaire

  • Upload Required Documents

After our initial call, we’ll invite you to our Secure Client Portal, where you can confidently upload the documents required to get started.

Get to Work

  • Review Uploaded Documents

  • Prepare Returns

  • Schedule a Review Meeting

Once all onboarding paperwork has been completed, the work begins! Once the tax return has been drafted, we’ll contact you to schedule a review meeting.

Close the Loop

  • Review Tax Returns Together on a 30-minute Zoom

  • Discuss All Opportunities to Save Money

  • Create a Plan for the Following Year

  • E-File Returns

During our review call, we’ll thoroughly walk you through the completed return and all opportunities to save on your taxes. We’ll address all your questions and create a tailored plan to ensure your success in the coming year!

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