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Book an Appointment

Tax Consultation

Know before you file! We can give you a free 30 minute consultation to discuss your situation and see if it's the right fit before starting the tax prep process. We can provide you with an estimate on what your refund will be and answer any questions you may have.


*This step is optional and not required to start the tax preparation process*

Business Meeting

In Person Tax Preparation

In person meeting to complete tax prep process

Office Waiting Room

Virtual Tax Preparation

Virtual meeting to complete tax prep process.


*This meeting can be completed via Facetime, Google Meet or Zoom*

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Men with Calculator

File Taxes Online

This process is completely online and limits contact via phone or in person​

  1. Complete Intake Form

  2. Receive an email for secure client portal

  3. Within Secure Portal, you will upload documentation, communicate, and sign tax return

  4. IRS processes and approves refund

  5. IRS sends refund 

Business Meeting
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