New Client Process:

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• We schedule an intake appointment and I provide you with a new client tax document checklist.                                                                                                                                                              

• Conduct Intake interview- we would discuss the documents you provided, the cost of preparation and schedule a virtual  pick-up appointment.                                                                       

• Preparation of returns are completed and sent to you via secure email for your review.                   

• Conduct virtual pick-up appointment- This includes a line-by-line review of returns, answering of any questions and quick tax insight review for next tax year.                                   

• Request for fee payment and signing of returns via docu-sign are issued.                                             

• Upon receiving fees and completed docu sign document, returns are electronically filed.           

• You are sent email confirmation of returns being filed along with client copy of filed return in PDF format.                                                                                                                                                    

• Include in confirmation email the request for review. Let us know how we did by clicking here.