Become a Client
Income Tax Preparation
Welcome and thank you for considering our services. We wouldn't be here without the support of our loyal clientele but it's new clients, like you, that keep the firm fresh and our skills sharp.
Before you make an appointment, familiarize yourself with our process, fees, and the tasks you'll need to complete during our initial engagement. We've worked hard to make this a seamless experience but you'll have our support every step of the way.
Engagements
Initial engagements and tax preparation services are charged separately. The fee paid at booking, covers the cost of administering your initial engagement; including your scheduled appointment.
After completing the required steps, we'll offer a fixed-fee invoice to start preparing your tax return. Once paid, you become a client and we get to work.
Fees
Fixed-fee invoices are offered under no obligation, payable upfront, and valid for 2 business days. Up to 50% of the initial engagement fee paid, will be discounted from tax preparation services (restrictions apply).
Estimates
Please note, we do not provide estimates prior to completing the initial engagement.
To-Do List
Make Virtual Appointment
For New Clients
Not new? Returning clients GO HERE.