Book a free 20-minute initial consultation so we can gather your tax information and extend a quote for services to be performed

1. Secure portal invitation via Intuit Link which consists of:

   1. Engagement Letter

   2. Questionnaire (about 50 yes/no/fill in the blank questions)

   3. Document Upload

2. Preparation of your tax return once we have all your tax information and documentation

   1. we will reach out for any additional information and documentation

   2. slow, unorganized, or lazy replies can slow down the process

3. Zoom meeting to review and finalize your tax return on a screen share

   1. this is a mandatory meeting

4. Sign and date your tax return and e-file authorizations via DocuSign and we will electronically file your tax return