CLIENT DATA COLLECTION
Fill out a new client intake form to help you gather information needed to prepare your tax returns.
For new business clients, please request Year-End Business Checklist.
Review, sign and submit your engagement letter.
Submit your tax documents via portal or you may call us at 253.234.7180 to schedule an appointment.
AUDIT PROTECTION PLAN
Did you know that the IRS issued more than 2 million notices in 2014 and they conducted more than 1.3 million audits?
WHAT IS AUDIT PROTECTION PLAN?
Our Audit Protection Plan gives you peace of mind. We respond or represent you for any notice or audit that you may receive for both Federal and State tax returns.
READY TO FILE
Submit your payment.
Review your tax returns.
Sign your tax returns.
Ready to be filed.