Utilize our secure portal to upload all relevant tax documents directly to our system. This ensures a safe and encrypted transfer of your sensitive information.

Once we receive your completed intake form and uploaded documents, our experienced tax professionals will begin the preparation process. We'll meticulously review your information, ensuring accuracy and compliance with tax regulations.

Upon completion, we will set a virtual meeting with you.

We offer zoom, FaceTime or a simple phone call. During our meeting we may present you with your prepared tax return virtually. You'll have the opportunity to review and discuss any aspects of the return before finalizing it.

If approved we will invite you to e-sign the return & settle your invoice.