Our Services

    Steps to use our Tax Preparation Services

• Choose the appropriate tax questionnaire (see organizers on the right) for your individual or business tax preparation needs and gather all necessary documents.

• Sign in to our website as a client using the "Client Login" menu link.

• Read and e-sign our engagement letter to confirm your agreement to use our tax preparation services.

• Submit the filled-out questionnaire, and all supporting documents through our secure client portal.

• Our team will review the documents and prepare your tax return, uploading it to the client portal for your review.

• If you have any questions or concerns, you can schedule an appointment to discuss your tax return, or use the chat feature on the client portal for quick assistance.

• For the most secure document sharing, we recommend using our client portal to upload scanned copies of paper documents. If you don't have a scanner, you can use your smartphone and the free Adobe Scan app to convert photos into PDF documents that can be uploaded to the portal.

• With our streamlined process, there's no need to drive to our office. We work efficiently to ensure your tax return is filed accurately and in a timely manner.