Tax Preparation Options

Traditional

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

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

3) Check your email for an invitation to our secure portal.

4) While waiting for your appointment, please fill out and sign the forms we have sent you. The forms are fillable PDFs, so all you need to do is fill them out on your computer, print, sign, and re-scan onto your computer.

5) Upload the forms back to us through the portal. You can email them, but we cannot guarantee that this is 100% secure. Although we have a firewall and use antivirus software, we recommend that you leave your SSN off the forms if you decide to attach them to email. You are also welcome to drop them off in our secure drop box at our office or 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 receive the forms timely, and we discover issues that require further research during your appointment, we may have to reschedule you for a follow-up appointment in order to adequately conduct the necessary research.

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.

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.

 

Online/Remote

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

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

3) Check your email for an invitation to our secure portal.

4) While waiting for your appointment, please fill out and sign the forms we have sent you. The forms are fillable PDFs, so all you need to do is fill them out on your computer, print, sign, and re-scan onto your computer.

5) Upload the forms back to us through the portal. You can email them, but we cannot guarantee that this is 100% secure. Although we have a firewall and use antivirus software, we recommend that you leave your SSN off the forms if you decide to attach them to email. You are also welcome to drop them off in our secure drop box at our office or 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 receive the forms timely, and we discover issues that require further research during your appointment, we may have to reschedule you for a follow-up appointment in order to adequately conduct the necessary research.

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.