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Our Tax Prep Process
A simple guide to getting your tax return prepared by our experienced tax preparers.
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1
Upload or Drop Off Documents
Use our secure portal to upload documents or drop them off at our office. New clients may request portal access with a quick email request.
Upload Documents -
2
Book a Wrap-up Appointment
After ensuring we have all tax documents for the desired tax year, book a wrap-up appointment with either of our experienced tax preparers. If you prefer a remote wrap-up, simply leave a note during your booking.
Book Appointment -
3
Meet with Our Staff
Come on in to review your tax return and complete the filing process. If a remote wrap-up is elected, our staff will send your return electronically for review and will be available for any questions you may have.
Meet Our Team