Our Tax Filing Process
Step 2
When we reach out to you, we will give you a quote based on:
- your completed tax organizer
- your most recent tax return
- your filing requirements for this tax year
Step 3
Upon your approval of our quote, you'll receive an engagement letter stating the services being provided.
*A nonrefundable retainer fee is required of all first time clients.
Step 4
Preparation Process - This is where we will help guide you through gathering the necessary documents to support the filing of your tax return.
Step 5
Finalization - You will receive a draft of the completed tax return so we can review it and address any questions you may have.
Step 6
After you receive the final invoice, and it has been paid in full, we will submit the completed tax return on your behalf.