​1. Initial Consultation

• Book a 15-minute appointment on our website

• Upload prior-year tax returns

• Identify potential tax issues

 

2. Engagement Agreement

• Outlined services and fees

• Sign engagement letter & pay retainer

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3. Data Collection

• Upload current-year tax documents and supporting documents

• Use the portal as the primary method for document submission — allow 7 days for tax preparation

• Email is used only for follow-up and to set up review appointments

• Securely upload documents to our portal

 

4. Review & Finalization

• Review your tax return and ask any questions

• Sign Form 8879 via Docusign or upload the signed copy to the portal

• Pay the preparation fee via Zelle, Venmo, or bank transfer

• Once the signed Form 8879 and payment are received, your tax return will be filed

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5. Analysis & Planning

• Emails to schedule tax planning appointments will be sent in advance

• Post–tax season planning meeting to review strategy, income, withholding, deductions, and any additional required information

• Analyze your financial data

• Develop personalized tax strategies

 

6. Ongoing Support

• Support available via email throughout the year, for tax issues

• Monitor tax law changes and share updates through our blog

• Schedule regular check-ins as needed for business clients