STEP 1

INITIAL CONSULTATION 

 

New Client: Schedule a complimentary phone consultation here. 

Returning Client: Schedule a Year-End Coaching session here.

 

Starting fee:

 Individual tax preparation: $300+

Sole Proprietorship/LLC preparation: $500+

 Corporations & Partnerships: $650+

STEP 2

CLIENT DATA COLLECTION

 

All clients complete 2021 tax organizer.  

-Engagement Letter

-Tax Questionnaire

-Audit Protection Plan

-Form 8821

STEP 3

SUBMITTING DOCUMENTS

 

Download the checklists and spreadsheets in the Client Portal to make sure we have all your required tax documents: 

Tax Client Checklist

Year-End Small Business Checklist

 

Submit your tax documents via portal and notify us via email when you’ve uploaded all of your tax documents to the portal.

STEP 4

READY TO FILE

 

Submit your payment. 

Review your tax returns in the client portal. 

Sign e-file authorization form via DocuSign. Email address required for both taxpayers and spouse.

Ready to be filed.