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Start The yEAR ON Track

We can all use a little help at times. While we’re not Google Maps, we can help get you on track.

Get STarted Now 

Learn more about our process and start the onboarding questionnaire.

Different Is Better

Not your typical tax service firm.

Modern

Faxing is dead. We’ll leverage the latest technology to meet virtual, share documents securely, and sign documents.

Advice Focused

Filling forms is one thing. Knowing how tax law impacts you and how you can benefit from making certain moves is another. We believe that you should walk away informed of how your tax scenario and what you can do to maximize your tax savings.

Straightforward PRICING

You shouldn’t have to call to find out how much it cost to work with us. We list the prices of our most popular packages right on our website and make available a full fee schedule for our clients.

Step #1

Complete the Virtual Tax Questionnaire & Document Submission
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Step #2

Sign the Engagement Letter
We will send you the engagement letter to sign electronically after you submit your documentation.
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Step #3

We Will Prepare Your Return
After you sign the engagement letter, we will prepare your return based on the information you provided in step #1.
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Step #4

Meet & E-File
We will let you know when your return is ready to e-file, you pick a time to review, sign your return and e-file.

We can do this in-person or virtually.

Get Started By CompletING THE Questionnaire & Submitting Your Documetns Online