Five Steps to Stress-Free Tax Preparations

1. Schedule Your Initial Interview
   Book your appointment or Register for Client Portal access.
   What happens next? We’ll set up your client portal account and email you instructions to create your credentials.
2. Set Up Your Client Portal Account
   Follow the emailed instructions to set up your password and get started.
3. Complete Your Profile & Upload Documents
   Fill out your profile and upload the required documents securely through the portal.
   What happens next? We’ll prepare your tax return and reach out if additional documentation is needed.
4. Final Review
   We will schedule a meeting to review your tax return, address any concerns, and make payment arrangements.
5. Sign & File Electronically
   We’ll share the final documents in your client portal for electronic signature. Once signed, your taxes will be filed electronically.