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 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

Looking for pricing?

As each tax return is entirely unique, please take our quick
survey to calculate your estimated tax prep fees.
Get Started