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Accounting On-Boarding Workflow
Step 1 - Get In Touch
Get started by sending us your basic info and we’ll reach out to discuss your needs and our services.
Step 2 - Request A Custom Quote
If you are ready to dive in, complete this questionnaire and we’ll send you a quote for a package made just for you.
Step 3 - Accounting Set-Up Meeting
Once on-board, we’ll need to get your accounts set up properly. Our concierge approach to service starts with this meeting.
Tax Preparation Workflow
Step 1 - Client Info & ID Verification
Both new and returning customers, let’s make sure we have all your personal data exactly right so we can contact you in the way that works best for YOU.
Step 2 - Complete Engagement Letter
Once we receive your info, we will send you an engagement letter outline the terms of our working agreement. We’ll collect your payment info at this point, but we won’t charge you until all work has been completed.
Step 3 - Complete Checklist
Through your client portal, complete the required checklists and upload all necessary forms. You are welcome to chat with us here also!
Step 4 - We'll Do Our Thing
Once we get all your info, our goal is to get your tax work done within 2 weeks. We’ll keep you updated on our progress and let you know if we need anything else.
Step 5 - Getting Filed
After everything is complete, we’ll need your payment and signature so we can get your return filed. Your summary letter, invoice, and e-File Authorization can be found here.
Step 7 - Record-Keeping & Reviews
Please make sure you keep a copy of your final tax return for your records. As we continue to build our presence on the interwebs, great reviews make all the difference in the world. We’d be hugely appreciative if you could leave us a great review!
Step 8 - How Else Can We Help?
We do plenty of other things besides taxes! If you weren’t happy with the amount you are getting back (or worse had to pay), come have a strategy meeting so we can help you plan for next year. We can also do accounting, bookkeeping, business entity maintenance, payroll services, and more! Check out the rest of our website and let us know if there is something we can help you with.