Let's Get Started

Step 1: Make sure your information and documents are ready to upload.

Step 2: Fill out our intake form on the device you have your documents saved on. For existing clients, please use our Existing Client Intake Form. For new clients, please use our New Client Intake Form.

Step 3: We'll get to work ASAP on optimizing your tax return. If we have any questions, we'll give you a call.

Step 4: Once your return is ready, we'll contact you to go over it before submitting.