Becoming a Client.
We would be honored to support your personal or business accounting and tax needs. Our streamlined process ensures a seamless transition.
The Onboarding Flow
1. Questionnaire
Download and submit the appropriate questionnaire for your service needs.
2. Schedule a Call
Optional but recommended. Let's discuss your specific needs and ensure we're the right fit.
3. Engagement Letter
Sign the formal engagement letter to begin our professional relationship.
4. Gather Documents
Collect all necessary financial documents (for tax and audit clients).
5. Submit Documents
Send documents via secure email or provide access to your bookkeeping service.
6. We Begin!
Our team starts working for you with the precision you expect.
Pricing
For individual tax services, we charge a flat fee depending on the return and schedule. Below are common fees. For all other services, please submit a questionnaire for a customized estimate.
* Free if we prepare your return. Pricing may be adjusted based on scope and complexity.