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Accounting
Tax
Consulting
WELCOME
Our Process
Tax Services
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Client Intake Form
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Service Agreement + Retainer
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Document Collection
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Appointment w/ Tax Accountant
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Adjustments for any missing information
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Final Approval from you
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Final Payment
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Tax Return Transmitted to IRS and State Agency
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You receive a full copy of Tax Return and any related work papers
Accounting Services
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Client Intake Form
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You receive a video about us and our systems
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Discovery Call
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Service Agreement + 1st month's Invoice
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Gain access to systems & software
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Maintenance plan begins
Call now to talk with our onboarding team to fill out the intake form over the phone
or
Scroll down to fill out the intake form now
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