It’s easy! Just upload your prior-year tax return, sign your DocuSign tax prep agreement, and set up your secure TaxDome portal. From there, we guide you step by step.
It’s easy! Just upload your prior-year tax return, sign your DocuSign tax prep agreement, and set up your secure TaxDome portal. From there, we guide you step by step.
We’re proactive, not just preparers. Our CPA team ensures your business is structured for maximum tax savings, while our secure, digital-first process eliminates the usual tax season chaos.
Absolutely! We’re here for you. Before filing, we’ll send your return for review, and if you have any questions, we’re happy to schedule a Zoom call with your tax preparer.
We use TaxDome, a secure client portal and mobile app that lets you upload documents, chat with our team, and track your tax progress—all in one place.
50% upfront, 50% upon completion. We’ll securely ACH draft payments to ensure a seamless process—no surprise invoices.