Welcome
We are very excited that you have selected us as your tax advisor for 2024!
We have tweaked the experience to make the process easier. Per your responses, you will not need to fill out the tax pack. We've incorporated everything learned over more than a decade of tax preparation into the three simple steps below.
2024 Tax Process
STEP 1
eSign the Engagement Letter. If you are married, both partners need to sign the engagement letters separately.
Step 2
Once you get all your 2024 tax documents, upload them (W‑2, 1099, 1095‑A, etc). We use Dropbox so your information is safe and secure.
Step 3
Once the tax return is prepared we will contact you to schedule an appointment.
That's it! Spread the word, share us with friends.