What to Expect from Us
STEP 1. Complete the Contact Form or Client Form
Complete the short Contact Form or one of the detail Client Forms below. Upload and send your documents to us with our Secure Client Portal. This information will help us understand your tax situation, so we can better assist and serve you.
STEP 2. Free Tax Consultation
After reviewing your information, a credential tax professional will contact you to schedule a confidential free consultation. We will discuss your tax situation, then determine the BEST options for you.
STEP 3. Tax Services & Resolutions
We will then begin implementing the tax services per the engagement agreed upon. Whether we are representing you before the IRS or preparing your taxes, we will ensure that your taxes are in compliance with the IRS.