Dreading a trip to your accountant? No worries we've got you covered. Check out our electronic process steps below.
We have intake forms for new clients and update forms for returning clients. Document checklists are available to help you get organized and claim all available deductions.
If you have a little extra time on your hands 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 and next steps.
Personal tax returns take 7 - 14 days once all of your information has been provided. Corporate taxes can take longer with a 4 - 5 week timeline.
We'll send you an email with next steps. This could include electronic signing or an in-person finalization meeting depending on your preferences indicated on your intake and update form.
We sincerely appreciate your business and the opportunity to assist you with your tax return preparation. We appreciate your trust.