Welcome
We are very excited that you have selected us as your tax advisor for 2022!
To make your experience smooth and easy, we've incorporated everything learned over more than a decade of tax preparation into three simple steps below.
2022 Tax Process
STEP 1
Get our 2022 Tax Pack and eSign the Engagement Letter. The Tax Pack is designed to maximize your deductions with minimum effort.
Pro Tip: Existing clients can skip parts that have not changed and save even more time. If you are married both you and your spouse have to esign the engagement letter by separately clicking on the esign button below.
Step 2
Complete and upload the 2022 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.