NEW CLIENTS

 

New Clients


Our Process


  • 1 You Call or email us
  • 2 We set up document portal to share documents
  • 3 You upload or deliver documents
  • 4 We crunch the numbers
  • 5 We call you to set up a time to review

Document List


  • 1 Prior year Tax Return
  • 2 Birthday List of all dependents on your tax return
  • 3 Current Tax Documents