GUIDANCE.

We are currently offering services by referral only. If you have been referred to us by your financial advisor, prior CPA, or an existing client, let us know. Consulting is available at our standard hourly rate.

​1.  Onboarding - For potential new clients we start with an initial meeting. This meeting is 15-30 minutes long and discusses your unique tax situation. The goal of this meeting is to figure out whether we are a good fit for working together. Please use the “contact us” form to get scheduled. You will schedule online and use a special link to upload your tax returns prior to the meeting. Usually, after meeting we follow up within seven days with your estimate.

​2.  Work with us - If we decide to work together, we will will use your online portal to collect signatures, request information, and discuss tax specific questions. Once we have a signed engagement letter, the project can begin. We are no longer accepting clients who submit their documents by paper.

3. Communication - We are always looking to improve our communication with clients.

Emails - We use email for reminders on due dates, follow up consultations, and general check ins.

Messaging (Portal) - If we are working on your tax return, we often have follow up questions or additional documentation requests. These will be sent to you via portal messaging.

Phone - We are available by phone, though you may need to schedule a meeting to guarantee time on our calendar.

​4. Payment - After the draft of the return is completed, we'll send you your invoice. For consultations, we usually invoice once a month. Payment can be made by check, automatic banking withdrawal, or credit card.