Our Process

Ask Questions

For new clients, we'd like to get to know you! We ask for some basic information about you, your financial situation, and any helpful details before diving in.

For existing clients, we'd like to know what's changed since last year. We want to update your profile and include updated information in your return. 

Request Documents 

Follow our checklist to upload income forms (W2, 1099, K-1, etc.), credit & deduction expenses (medical, education, housing, charity, retirement, etc.), business activity records (if relevant), and other tax forms or IRS correspondence. 

Prepare Returns

Depending on the time of year, this may require varying amounts of time, so we appreciate your patience. Our accountants compile and enter in all your information, make calculations, and submit the return for CPA review. We will contact you once your return has been prepared and reviewed.

Review, Sign, & Pay

When your returns are ready, we will send you a full copy, a summary of the results (do I owe or do I get a refund?), and ask you to sign the e-file authorization so we can file them digitally, and pay the invoice for our services (we also prefer digital). We are happy to answer any questions you have at this final stage, too. 

File with IRS & Relax

Once we have your signature and payment, we will file your tax returns with the federal, state, and municipal governments. Take a deep breath, you did it! Now you don't have to worry about taxes again until next year.