Terms of Service

Please review terms of service before starting the tax return process.

The engagement letter sets the expectations and details what is involved in preparing a tax return.

Engagement Letter

The privacy policy are strict standards we adhere to regarding all taxpayer information and what to expect in terms of data security.

Privacy Policy
 
 

Start Tax Return

Fill out the form below. All we need is your name and email to get started.

 
 
 

What's Next?

You will receive an email confirming we received your request to file a tax return. The email will contain a lot of information and provide the next step in the process. In addition to that information, we have provided a list of additional steps in the process to complete your tax return. Don't worry, we will guide you through the process. You can always reach us by phone or email if you have any questions.

E-mail Information

  • Introduction to assigned Enrolled Agent or CPA
  • Access to personal client portal
  • Instructions on sending tax documents
  • Client Data Organizer form

Additional Steps

  • Respond to requests of additional information
  • Review completed tax return
  • Receive invoice with payment instructions
  • E-File tax return