What to Expect

• Submit the intake form with basic information about your tax situation.

• We review your details within 24–48 hours and follow up with next steps, pricing, and timeline.

• Access our secure client portal to upload documents, complete questionnaires, and communicate safely.

• Invoice and payment are handled securely through the portal before filing.

• We prepare and file your return after review and electronic signature.

Please note: Documents are not uploaded through the website. All sensitive information is handled through our secure client portal.