Filing with us is an easy 3 step process:
1. 30-minute intro Call with an expert
We will have a 30 minute call over Zoom where we review every piece of your tax picture and get to know each other.
2. Document and numbers gathering
We send you a link to a secure site (through Intuit) where you can upload your documents/files and sign the engagement letter.
3. Review tax return and e-sign
We get to work, and when we’re done, you get to review your full return before filing. We reach out with any questions as we prepare/
Are you confused by taxes and do you feel like you’re paying too much?
High Tax Bill
You might be paying a huge tax bill every year and have nothing left to show for your hard work.
Helpless Feeling
Taxes are confusing and keep you in the dark. You don’t have to give in to this.
Lack of Time
Business owners want to spend their time making more money – not trying to learn tax/strategy.
We Feel Your Pain
As a small business, we know what it’s like to wear multiple hats and the struggle of trying to DIY every aspect of your business. We’ve been in your exact shoes of trying to find where we can optimize and who we can trust.
What our clients say
