Now that we’ve had our introductions and decided that our partnership is an excellent fit, we can take care of the legalities. First an engagement letter is sent to your email address for review and digital signature then you will receive an invoice for the retainer discussed during our intital meeting. This is always a portion of the services that you request to be rendered and applies towards your final bill.

After we receive your signed engagement letter and your retainer, a portal will be created for you hosted by our secure cloud document storage system. You will then be able to upload any requested document like prior year tax returns and current year tax documentation. Signed copies of your engagement letter(s) and prior year tax return(s) will also be available here 24/7.

After all requested information has been uploaded we will begin to prepare your return. We pride ourselves on both our efficiency and our throughness so as we review your information and prepare your return we will keep in contact with you via email and telephone to ask questions, clarify any details, or request missing information.

Once your tax return has been prepared it will be uploaded to our digital signature platform for your review and any necessary signatures.

Once all the signatures for your return have been captured, your tax return will be filed electronically and a copy uploaded to the client portal for your records.

The final invoice for your services will be sent from our office digitally to the main contact email address on file. All invoices are due on receipt and can be paid via check,  ACH Debit, or credit card (on request as fees may be added.)