Dreading a trip to your accountant? No worries we've got you covered. Check out our electronic process below.
We have intake forms for new clients and update forms for returning clients. Document checklists are available to help you get organized.
If you have a little extra time and want to reduce your fees consider using our excel templates. We have templates for rental properties, small businesses, employment expenses, and medical expenses.
If you'd rather leave this to us, no problem! We're happy to help.
Once the preparation of your return has begun we will email (or call, or text) you with any inquiries.
Our goal is to process your returns as quickly as possible. We aim for a 7 day turnaround time for personal income tax returns and 4 weeks for corporate tax returns.
We'll send you an email with some recommendations, request a few signatures, and provide you an opportunity to review your return online before we proceed with e-filing.
We sincerely appreciate your business and the opportunity to assist you with your tax returns. We appreciate your trust.