We focus on maximizing refunds and lowering your overall tax bill. Our team conducts a thorough examination of your tax landscape and asks crucial questions to file every possible deduction. We are always transparent with our services and our prices. These are starting points and may vary depending on the complexity of the return.
Step 1 Gather & Organize Documents
Login or create your secure account, choose your services, and sign the contract. Gather your tax documents and provide to us, either electronically through our secure client portal, or via in-person drop off at our office.
Step 2 Review & Prepare the Return
We’ll review your documents and message you in the client portal if we have any questions.
We offer remote/electronic, virtual or in-person preparation options. Simply schedule a meeting if you’d like to meet to prepare the return together.
Step 3Finalize & Submit the Return
We’ll provide a draft of your tax return to review for errors or omissions, and work with you to confirm all aspects are accounted for to maximize your refund or minimize your payment due.
Once the return is finalized, we will e-file it for you.