Tax Preparation Options

Traditional

1) Contact us through the website, email or phone.

2) We will discuss your tax situation and set up a convenient appointment time for you.

3) Check your email for the for the required paperwork and an invitation to our file-sharing portal. Alternatively, you can visit the Portal menu tab and download your paperwork there.

4) While waiting for your appointment, please fill out and sign the required paperwork.

5) Upload the paperwork back to us through the portal. You are also welcome to drop it off in our secure drop box at our office or fax it to us at (833) 203-3511.

Please return the forms to us at least two days before your appointment. This allows us to complete data entry and address any tax issues you may be facing. If we do not timely receive the forms, we may have to reschedule your appointment.

6) During your appointment, we will complete any interview questions that remain and do a final review of your tax return results. If you are happy with the service you received, we will collect payment, finalize and e-file your return, and provide you with a copy.

*Crypto clients must be paid in full before we commence work.

 

Online/Remote

1) Contact us through the website, email, or phone.

2) We will discuss your tax situation, and set up a convenient appointment time for you to have your taxes done virtually via Zoom.*

3) Check your email for the for the required paperwork and an invitation to our file-sharing portal. Alternatively, you can visit the Portal menu tab and download your paperwork there.

4) While waiting for your appointment, please fill out and sign the required paperwork.

5) Upload the forms back to us through the portal. You are also welcome to fax them to us at (833) 203-3511.

Please return the forms to us at least two days before your appointment. This allows us to complete data entry and address any tax issues you may be facing. If we do not timely receive the forms, we may have to reschedule your appointment.

6) We will send you a Zoom link with an invitation to our Zoom meeting room. Just click the link during your appointment time, and you’ll be good to go! During your appointment, we will complete any interview questions that remain and do a final review of your tax return results. If you are happy with the service you received, we will collect payment, finalize and e-file your return, and provide you with a copy.

If you are not pleased with your results, you are under no obligation to purchase services and/or have your return filed through our company. We will return all of your original documents.

*Crypto clients must be paid in full before we commence work.