Tax Prep Process: Two Easy Steps
PRE-ONBOARDING: CONSULTATION
If you would like to speak to us before filing, you may do so by contacting your preferred. However, due to the nature of the 2024 returns, we will NOT give out Free Estimates.
STEP 1: COMPLETE THE INTAKE FORM
Go through the intake form below to start the tax prep process. You can do so from the comfort of home. If you would like to make an appointment for a consultation you can do so virtually with your Tax Pro via zoom, in person at one of our office spaces, or by phone (although it is not required).
STEP 2: SIGN RETURN
We will notify you by email when the return is complete for you to view and sign. Please view each page and ask questions before signing. After it has been filed, we will notify you once it has been accepted or rejected. If it has been rejected, we will reach out by text and email to get it resubmitted.