Client 
Intake
Complete the form below and one of our tax experts will be get in touch with you shortly.
OUR PROCESS
Explore the steps in our simple process.
1. Consultation
The first step is to schedule a free consultation with one of our tax experts. During this meeting, we’ll discuss your tax situation, review the necessary documents, and answer any questions you have. Whether you prefer an in-person meeting or a virtual consultation, we can accommodate your needs.
2. Provide Required Documents
Once we’ve discussed your situation, we’ll ask you to provide the required documents (like W-2s, 1099s, receipts, and any other relevant paperwork). You can submit these securely through our online portal, by email, or in person.
3. Tax Preparation
Our experienced tax professionals will prepare your tax return, making sure to explore all available deductions and credits to maximize your refund or minimize your liabilities. We take the time to ensure accuracy and provide you with advice for future tax planning.
4. Review & Approval
Before filing your taxes, we’ll go over your return with you to make sure everything looks correct and that you’re fully satisfied. If you have any questions or need clarification, we’re here to help.
5. Filing
Once you’ve approved your return, we’ll file it with the IRS and your state (if applicable) electronically. This ensures a faster processing time and quicker refund.
6. Post-Filing Support
After your taxes are filed, we remain available to assist with any questions, audits, or concerns you may have. We also offer year-round tax planning to ensure you’re always prepared for the future.