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We work best with clients who value organization, accuracy, and a straightforward process. This page outlines what to expect and how to get started.

If that sounds like a good fit, the next step is simple.

We typically work with:

• Individuals with straightforward to moderately complex tax returns
• Small business owners and Schedule C filers with organized records
• Rental property owners who view real estate as a supplemental investment rather than operating business
• Clients who prefer secure portals over email communication

To maintain quality and turnaround times, we may not be the right fit for:

• Clients needing ongoing bookkeeping or payroll services
• Highly complex multi-state or international tax situations
• High volume real estate investors
• Last-minute filings without available documentation
• Clients who prefer document exchange through email (we love secure online portals!)

This clarity helps ensure a smooth experience for everyone.

1. Complete the intake form

Provide a brief overview of your situation so we can confirm fit and scope.

2. Engagement & pricing

If we're a good fit, you'll receive an engagement agreement and fixed-fee quote.

3. Secure portal access

Once engaged, all documents and communication will take place through our secure client portal.

• All sensitive documents must be uploaded through the secure portal
• Email is not used for document transmission
• Fees are fixed and agreed upon before work begins
• Filing deadlines and turnaround times depend on document readiness

If you're ready to move forward, complete the intake form below.