We operate remotely although introductory appointments can be scheduled (we do not take walk ins) if you choose by scheduling a day and time on the calendar. We require a $100 nonrefundable deposit for new tax clients which will be applied to your invoice.

Begin by filling out the appropriate tax organizer and engagement letter for personal or business which can be found on the forms page. We will reach out if anything is missing. Once all documents and the deposit has been received, we will begin to prepare your return. Please allow a 7 day turn around. Once the return is complete, we will send your return, the efile authorization form and invoice back to you via our secure portal for your review. We can schedule an appointment to review if you choose. You will approve your return by signing and submitting the efile form and paying the invoice. We do not efile until paid.

For bookkeeping work, please complete the bookkeeping intake form located on the forms page and schedule an free consultation via any method you choose to discuss the specific needs of your business and develop a plan for moving forward.