INITIAL CONSULTATION 

 

New Client: Schedule a complimentary phone consultation here. 

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

 

Starting fee:

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 Individual tax preparation: $300+

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Sole Proprietorship/LLC preparation: $500+

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 Corporations & Partnerships: $650+

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CLIENT DATA COLLECTION

 

All clients complete 2021 tax organizer.  

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-Engagement Letter

-Tax Questionnaire

-Audit Protection Plan

-Form 8821

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SUBMITTING DOCUMENTS

 

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

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Tax Client Checklist

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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.

READY TO FILE

 

Submit your payment. 

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Review your tax returns in the client portal. 

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

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Ready to be filed.