We are very excited that you have selected us as your tax advisor for 2017! 

To make your experience smooth and easy, we've incorporated everything learned over a decade of tax preparation into three simple steps below.

2017 Tax Process


Get our 2017 Tax Pack. It's here to help maximize your deductions with minimum effort. And existing clients can skip the parts that have not changed and save even more time.

Step 2

Complete and upload the 2017 Tax Pack with your tax documents (W‑2, 1099, 1095‑A, etc). We use Dropbox so your information is safe and secure.

Step 3

Schedule your appointment with us.

That's it! Spread the word, share us with friends.