Our Process

Tax work doesn’t need to be stressful or confusing. We use a structured, secure process so you always know what’s happening and what’s next.

From intake to filing, everything is designed to be straightforward and organized.

Confirming fit and scope

Getting started begins with a short intake form. This helps us understand your situation, confirm that we’re a good fit, and determine the appropriate scope of work.

Once reviewed, we’ll outline next steps and provide an engagement agreement.

Everything in one secure place

After engagement, you’ll receive access to our secure client portal.

Through the portal, you can:

• Upload tax documents securely
• Complete worksheets and questionnaires
• Review messages and requests
• Sign required forms electronically

Another cool feature, our portal is available as a mobile app! Everything listed above can be completed with ease from your mobile phone.

We do not request sensitive documents through email.

Careful, CPA-led preparation

Your return is prepared using the information provided through the portal. If questions arise or additional clarification is needed, we’ll reach out through the portal to keep everything organized.

Each return is reviewed for accuracy, completeness, and consistency before moving forward.

Clear review before filing

Once preparation is complete:

• We'll notify you that your return is ready for review
• Any remaining questions are addressed
• Required forms are signed electronically through the portal
• Invoices are paid online through the portal

Nothing is filed until you've had the opportunity to review and approve.

File with confidence

After approval and invoice payment, your return is electronically filed with the appropriate taxing authorities.

Final copies of your filed return and supporting documents are delivered through the portal for your records.

A few important notes

• All communication and document sharing occurs through the secure portal
• Fees are fixed and agreed upon before work begins
• Turnaround times depend on complexity and document readiness
• Organization and timely responses help keep the process moving smoothly
• Tax returns will not be filed until we receive payment and signed e-file authorization forms. 

This structure allows us to deliver consistent, high-quality work without unnecessary back-and-forth.

Ready to get started?