New Client Process

Getting started with and completing your tax returns is a straightforward process.  Our goal is it make the process as easy as possible with full transparency.    

Step 1 – After contacting us, one of our tax professionals will reach out to you to understand your needs and answer any questions you might have.

Step 2 – We will then provide you with a list of documents needed to begin our work and provide you with an estimated fee quote. 

Step 3 – You will forward to us all required information either by email or using our encrypted file upload system.  Mail and fax are acceptable as well, although no original documents are required. We will review your information and advice if an adjustment to our estimated fee quote is needed.

Step 3 – Upon completion by our team of professionals, we will forward a draft of the return for your review.

Step 4 – We will answer any questions that you have, make any required changes and forward a final return.

Step 5 – Upon receipt of your signed authorization to electronically file your return and receipt of the payment for our services , we will then file the return(s) with the IRS and state tax agencies.

Step 6 – We will notify you that the IRS and state agencies have accepted your tax returns and will forward back any original documents that we might have received. 

All the work is done in our offices by our professional employees, we do not utilize outsourced labor either in the US or overseas.  This ensures that the work is consistent and up to our strict standards and most importantly, your data is safe and secure.