View The Process

Your Step-by-Step

Tax Filing Plan

Tax preparation should be clear, structured, and stress-free.
That’s why our process is designed to keep you informed,
confident, and in control from start to finish.

See How It Works

Our Simple & Transparent Process

All client data is transmitted and stored using secure,
encrypted systems compliant with industry standards.
Your information is safe, private, and accessible only to you.

Step 1
Initial Consultation

We start with a call to understand your situation and goals.
This helps to assess what needs to be done and answer your questions upfront.

Step 2
Clear Price & Timing

After our discussion, we provide a clear price and timeline, so you know exactly what to expect — with no surprises.

Step 3
Secure Onboarding & Prepayment

Once you are ready to move forward, you make a 50% deposit and we set up your secure client portal.

Step 4
Document Submission

You upload all required documents to your secure portal (or email them to us) within the agreed timeframe.

Step 5
Preparation & Review

We prepare your tax return and review it with you line by line, explaining everything in clear, simple terms.

Step 6
Client Approval & Final Payment

Once you review, approve, and sign the documents, you pay the remaining balance and we proceed with filing.

Step 7
Electronic Filing with the IRS

We e-file your return with the IRS and notify you as soon as it’s accepted.

Step 8
Full Access & Ongoing Support

You’ll have 24/7 access to your tax documents in your secure portal, and we’ll also email you a complete copy for your records.

.

Our Additional Services

Tax preparation is just one part of the picture.
We focus on long-term collaboration, helping our clients stay organized, compliant, and supported throughout the year — not just at filing time.
That’s why many clients also rely on us for additional services, outlined below.

Business Formation

Starting a business?
We offer full business formation support for LLCs, Partnerships, and Corporations.
EIN setup, required filings, and essential formation documents — all-in solution.

Amended Tax Returns

Made a mistake on a previously filed tax return? No worries — it can be corrected.
We prepare and file amended tax returns accurately and efficiently, making the process simple and stress-free.

IRS Notices & Correspondence

Received a letter or notice from the IRS? Don’t panic.
Send it to us, and we’ll review it, explain what it means, and help you respond properly and on time.

More Than Just Annual Tax Filing

That’s why many of our clients also rely on us for additional services beyond tax filing.

Book a Consultation