Dreading a trip to your accountant? No worries we've got you covered. Check out our electronic process below.
Intake forms for new clients and update forms for returning clients help provide you personalized services. Checklists are available to help you feel organized.
Have a little extra time and want to reduce your fees? Then consider using our excel templates. We have templates for rental properties, small businesses, employment expenses, and medical expenses.
Too busy? No problem! We're happy to help (we have a love affair with excel).
Once the preparation of your return has begun we will email (or call, or text) you with any inquiries. This helps provide you comprehensive services.
Our goal is to process your returns as quickly as possible.
Once our CPA has thoroughly reviewed your return (often twice!) 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 e-file. Easy-peasy.
We sincerely appreciate your business and the opportunity to assist you with your tax returns. We appreciate your trust.
The date is fast approaching! Don't miss out on great services. Reach out today and let's discuss your needs.
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