How to Get Started
Step 1 – Schedule Your Consultation
The first step is to contact us to discuss your tax needs. Please provide a copy of the previous year's tax return, prior to the consultation. During this initial 30 minute conversation, we’ll review your situation, explain the process, and outline what information will be required. Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.
Step 2 – Submit Your Documents
After your consultation, you’ll receive instructions on how to securely submit your tax documents. This ensures your information is handled safely and efficiently.
If you are a returning client, please use below link to submit your documents:
Step 3 - Preparation & Review
Once all documents are received, your tax return will be prepared with care, accuracy, and tax saving insights. When they are complete, you return will be sent to you to review.