Welcome
We are very excited that you have selected us as your tax advisor for 2024!
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.
2024 Tax Process
STEP 1
Get our 2024 Tax Pack and eSign the Engagement Letter. If you are married, both partners need to sign the engagement letters separately.
Pro Tip: Existing clients can skip parts that have not changed and save even more time.
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.