WORK WITH US
TAX SEASON CENTER
BOOKS, COURSES, & TOOLS
STEP 1: INITIAL CONSULTATION
New Individual Client:
Schedule a phone consultation
Got Tax Problems? here.
Receive a personalized price quote by phone.
New Business Client:
The first step to working with Lily and her team is to schedule a Virtual Bookkeeping & Tax Coaching session here.
STEP 2: SCOPING ANALYSIS
Complete and sign an engagement letter and requested forms.
Submit your payment.
Upload your tax documents via the portal.
We will review and analyze your situation to determine your options.
STEP 3: COMPLIANCE CHECK
We will check if you are in compliance.
STEP 4: REPRESENTATION
You can hire us to represent you before the IRS and the State.