Built as a modern firm, you will not find these in our office:

  • Hourly Billings: we have moved on from tracking time in 10-minute intervals and sending surprise invoices at the end of the month.

  • Filing cabinets for paper documents: no need to elaborate - this just takes up space and creates a fire hazard.

  • Paper Tax Organizers/Questionnaires: we can do everything else from our phone, tablet, or computer; tax and accounting work should be done the same way.

Instead, we have incorporated the following practices:

  • Fixed-Fee Pricing: we provide an upfront, fixed-fee based on a mutual understanding of the services to be provided. We invoice 50% of the fees at the start of the project and the remainder at completion.

  • Online Client Portal: this is your one-stop shop to upload original documents, complete tax questionnaires, e-sign engagement letters and documents, pay invoices, etc.

  • 100% Paperless and Cloud-based: we require all client documents to be submitted electronically, and we will provide completed deliverables to you via the Client Portal.

What to Expect:

  • We are process driven to provide timely and efficient service offerings to our clients.

  • Below is a typical timeline of a tax preparation engagement, but other services follow a similar process.

  • Whether you heard about us from a current client, colleague, friend, or Google search, thanks for visiting our website! We look forward to learning more about you and how we can work together.

  • In-person, virtual, or phone - your choice. While we would love to meet in person for the initial introduction meeting, we understand busy schedules and urgency of some matters. Let us know what works best for you!

  • During this step, you will learn more about our firm and we will learn more about you and/or your business. We will follow up to provide you with our expected professional fees for any future services to be provided.

  • When you are ready to move forward, we will officially kick-off the engagement and your Client Portal will be activated.

  • On your Client Portal, we will create a checklist of standard items that need to be provided. For new clients, please plan to spend some extra time as this will be a thorough checklist of yes/no and open-ended questions. In following years, this will be tailored to your particular situation.

    As a best practice to maintain efficiency, we prefer to receive all necessary documents before beginning the Preparation & Review process. However, if we are filing an extension or waiting for only one or two documents, we will go ahead and get started.

  • Here, we will be working through the documents you provided and start preparing your tax return. Generally, this step takes between 7-10 business days, but may be shorter or longer depending on complexity and/or timing during tax season.

  • After preparing and reviewing your tax return based on the information we received, we will follow up with any open items, clarification questions, and possible tax planning opportunities. Once all items have been addressed, we will complete our final review process.

  • Almost done! We will upload your tax returns to the Client Portal. Here, you will review and ask any additional questions that you have. Once satisfied, you will electronically sign the e-file authorization forms that allow us to submit the tax returns to the IRS and/or state tax authorities.

    You will also receive email notification of the final invoice that is posted in your Client Portal. To minimize payment processing fees, our preferred payment method is eCheck. Additional fees will apply to credit/debit card payments.

  • We will transmit the tax returns and receive notification that they were accepted by the taxing authority.

  • At a minimum, we will check in before each estimated tax payment due date - 4/15, 6/15, 9/15, and 1/15. During this time, we will ask for a current update, provide guidance on any upcoming changes in tax law, and assist with any planning opportunities.*

    However, we are here for any questions that come up throughout the year, so please reach out. It’s much easier to discuss different scenarios before a decision is made. There is only so much we can do after the fact.*

    *All services noted above (estimated payments, tax planning, consulting, etc.) will be based on an upfront and fixed fee quote that we will provide before providing service.