Client Center

1) First contact us initially by e-mail (not phone). 

2) For new clients, you can schedule a FREE 20-minute consultation call.   

3) Once you decide to proceed, a Tax Payer Services Agreement Contract will be emailed to you.

4) Pay the applicable Non-Refundable Retainer Fee ($100) on the website (see Payment Options link above). 

5) When this is received, you can download our mobile app to get started. For clients who prefer not to use the app, you will be emailed with instructions on how to access your secure web-based client portal to upload your documents. 

Note: Once you select a format, it cannot be changed.  

6) You will receive fillable Client Intake Organizers, applicable worksheets and checklists. 

7) Upload to your client portal copies of tax documents, spreadsheets, an initialed and signed Tax Preparation Services Agreement and all applicable copies of photo IDs and Social Security cards.

8) Review the Tax Preparation Workflow and Timeline Overview Engagement contract for estimated time of completion.

9) You will receive notification of the results of your tax return, tax payment/refund options. 

10) Schedule a 20-30 minute zoom call to go over results, revise (if needed) and finalize details.

11) The full remaining balance of the tax preparation fee must be made before return is transmitted and e-filed to Federal and State taxing authorities. Fees are non-refundable.

12) You will receive notification to electronically sign (e-sign) Form 8879 (IRS e-file Signature Authorization). If you have issues e-signing, you can print the document, sign and return via your client portal, email or fax. 

13) Once signed, we will e-file your returns with the IRS and state, if applicable. 

14)  We will notify you on the status of your e-filed return (accepted or rejected). If rejected, we will attempt to resolve the issue based on the rejection notice provided by the IRS. If the issue cannot be resolved, the client will have to mail in their return.

 Note 1: For new clients, a copy of your previous 1-2 years tax return is required for standard returns (2023-2024). For more complex returns it will be 2-3 years (2022-2024). IRS TRANSCRIPTS are not accepted. They do not provide us with the information that is needed to be seen and have on file in order to keep in compliance with the IRS.

Note 2: If for some reason, your return is not eligible to be e-filed, it is the responsibility of the client to mail their return to the proper tax authorities. We will give mailing information and instructions.

Note 3: All forms to get started are in the Download Center below. No need to wait!!!