WELCOME

FAQs - Who are we a good fit for?!

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#1 - There is a LOT of paperwork the first year.  Are you willing to invest the extra effort?

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Steps to become a Client:

• Fill out the New Client Onboarding Form with Contact Info & Software Preferences (15 Min.)

• Make a Good Faith Deposit ($500 1040, $1000 each business)

• Sign Engagement(s) for types of services you'll need (15 Min.)

• Choose your Monthly Subscription Level (5 Min)

• Set up your Portal when you are invited. 

• Begin Uploading Past Tax Information to Client Portal on your Checklist (30 Min.) or  schedule a time to have our staff scan items for you.

• EACH YEAR:  Fill out a Tax Interview questionnaire (15 Min) 

Then we start the tax preparation, accounting and/or other services for you....

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#2 - If you Prefer In Person or Want to Talk - We are here ALL YEAR AROUND:

You can reach us at 612-200-2705  and know that whoever is free first will call back!

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#3-  Our goal - quality that pays off long term. 

We earn our keep by asking questions and getting to know your unique situations is how we develop a long term tax strategy that saves a Client thousands over time.  

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Ready to Start without an Interview first? Click below to start:

Step 1- Complete the New Client Onboarding Form page.

The notifications we send after you complete this will help guide you through the rest of the process.

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Step 2-  Watch your email and/or for texts from 612-200-2705 for notifications on your next steps.