OUR PROCESS
1
Client Consultation
The key to us being a successful advisor for you is making sure we best fit your needs. Every year both new and returning clients can schedule a 20-minute complimentary quick chat with an advisor. Clients can also schedule longer in-depth consultations as necessary at our hourly rate.
2
Client Intake
Tax Intake Form (Personal): Required for clients looking for tax related services including tax preparation, planning, representation.
Tax Intake Form (Business): Only Required for Business Tax Returns only (Corporations, S-Corporations, Partnerships, Trusts, and Estates)
Other Intake Form: Required for clients looking for business consulting services such as business formation, bookkeeping, payroll, etc.
3
Document Request & Preparation
Once your intake form is completed our team will provide you access to our client portal to provide any required documentation. Our team will draft any required tax returns (or other documents) for you to review and approve.
4
Delivery
We will collect our fees and your electronic signatures (as needed) to electronically file or submit final documents on your behalf to the IRS and any States (as needed).