Tax Preparation

You book an appointment! We will confirm your time and send you a checklist. Gather all the documents and upload via secure file transfer or drop off at our office during business hours. We will conduct an initial review and ask for any additional information needed from you.

We prepare a draft of your tax filing, then review it with you. During the appointment, we advise tax saving strategies, request for any missing information and make necessary updates. We then provide a final draft along with required forms for your signature.

Returning the signed forms, you provide your authorization for us to complete your tax return.  We'll e-file your tax return and send you a secure, electronic copy or a paper copy of your filed tax returns for record keeping. We then send you an invoice due on receipt.