Our Process:

STEP ONE to get your taxes filed is to complete our

Point-Of-Contact Information Form 

Once you have completed this form we will reach out to you and schedule a time to discuss your unique tax situation and begin our data collection process.

Following our opportunity to learn about you, STEP TWO is to complete our Client Tax File Organizer and upload your tax documents securely using Encyro, our encrypted file sharing tool.

STEP THREE is to sign our Tax Agreement and pay the tax preparation fee.

Shortly after sending you the Encyro link, we will also send you our Tax Agreement via Adobe Sign and an invoice for our tax preparation fee.

Standard Return: $200

Standard Return with Schedule C, F or E: $350 (add $150 for each additional Schedule)

Child Tax Return (W-2 only): $75

STEP FOUR is to schedule a time to review and sign your return. You can sign your return in person at our office or, you can sign your return electronically using the Taxes to Go app.