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  • Engagement Agreement (mandatory)
    • Click here to answer the questions and sign our agreement electronically.

  • Printable personalized organizer or checklist based on your prior year return (optional)​
    • Your organizer will be in your client portal under "Firm docs shared with client" --> "2023" on 01/12/24.

  • Provide all of your tax documents:
  • Schedule a review appointment.
    • Please allow at least 7 days from the date you provide your tax documents for us to assemble a draft of the return.

    • We use the review appointment to ask for missing information and discuss follow-up questions.

    • It is helpful for you to have access to a computer and your passwords during the appointment. This enables you to obtain any missing info during that time.

  • Completion!
    • We'll finalize the return and upload your client copy to your client portal, along with your electronic signature documents and our invoice.

    • We will e-file your return upon receipt of payment for services and your signed Form 8879s. ​

We are all settled in our new office space and are able to see clients in person on a limited basis.

We are open weekdays for drop offs and pickups between 9:00am - 4:00pm, or by appointment.

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