Tax Preparation

We will confirm your time and send you a checklist. Gather all the documents and upload via secure file transfer. 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.