From inception to fruition, we're here for your business.
Count on us for your payroll, tax, and accounting needs.
One source of financial success for your business.
Looking for advice?
Schedule a consultation to speak with Josh Mauer, CPA today.
Our Tax Prep Process
A simple guide to getting your tax return prepared by our experienced tax preparers.
-
1
Upload or Drop Off Documents
Use our secure portal to upload documents or drop them off at our office. New clients without an established portal login may upload files using the Guest Exchange feature.
Upload Documents -
2
Book a Wrap-Up Appointment
After ensuring we have all documents for the current tax year, book a remote wrap-up appointment with one of our experienced tax preparers.
Book Appointment -
3
Review Your Return
Shortly before your appointment, your tax preparer will email a meeting link to review your return, answer questions, and send documents for e-signature.
Meet Our Team
