top of page

WELCOME

Our Process

                  Tax Services

  1. Client Intake Form

  2. Service Agreement + Retainer

  3. Document Collection​​

  4. Appointment w/ Tax Accountant

  5. Adjustments for any missing information

  6. Final Approval from you

  7. Final Payment

  8. Tax Return Transmitted to IRS and State Agency

  9. You receive a full copy of Tax Return and any related work papers

​​

​​

                   Accounting Services

  1. Client Intake Form

  2. You receive a video about us and our systems

  3. Discovery Call

  4. Service Agreement + 1st month's Invoice​

  5. Gain access to systems & software

  6. Maintenance plan begins

​​

Click here to view our Pricing
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
bottom of page