We have streamlined the tax prep process so you can spend less time shuffling paper and driving to tax appointments and more time living your best life.
No more making an appointment and driving to your tax pro’s office…
No more gathering countless pieces of paper and handing them over only to get them back and have nowhere to put them…
No more waiting for a return call when you have a question…
No more making ANOTHER trip to the tax office to sign your tax return and walk away with ten times more paper than you started with
Submit your contact info and completed questionnaire.
Okay your price quote and upload your docs to your private encrypted storage vault.
Review your return, sign it electronically, and choose your payment option.
As we progress with your tax return, we will reach out with questions via the contact method you prefer. If you have questions, we are available via online chat, text, email or phone. For a more personalized experience, schedule a Zoom meeting with a member of our team.
When your tax return is ready, follow the link to your vault drawer to review the return and sign electronically. Opt to pay your tax prep fee by credit/debit card, or have the fee taken out of your refund (service charge applies).
That’s all there is to it!
Pretty simple, right? Well, we know that life tends to get more complicated as time marches on. If your circumstances are changing…new house…new job…marriage…children… your need for professional tax planning is changing too.
