Our Process - 5 Simple Steps
Create an account
on our system.
This should take you about 30 seconds and provide access to the Client Area.
We offer a 30 minute free introductory phone consultation to go over your case and how we can help you. We do ask you, however, to pay a $50 retainer towards your tax preparation fees.
BEST IN CLASS TAX QUESTIONNAIRE: Organized, simple to use, and interactive. Unlike other companies that would have you complete outdated PDF or Word documents, we have built a 'smart' TQ that works inside your browser.
This way the client is 100% aware of the job scope and total cost before we get started.
If you have an urgent case - we can provide rush service, so please let us know.
Once you confirm that you are happy with your return we will e-file it on your behalf. Please note that in certain cases the IRS does not allow e-filing (if that applies to you, we will provide instructions how you can mail it in to the IRS).