WELCOME

Need-to-know details,  are we a good fit?

 

​#1 - There is often a LOT of paperwork the first year, are you willing to invest the extra effort?

• We request at least three years of past returns

• We load a checklist in your portal and you will upload or dropoff supporting documents

• We interview using online forms and with one on one review meetings

• IF we discover errors in past reporting we will notify & assist you

• Accuracy and in depth understanding of unique facts is how we earn our keep

​#2 - The final cost of your return depends on the time it takes. 

• A standard 1040 will take us 2-4 hours the first year, some take longer.

• Following years often take less time because client data is integrated into our systems.

• Clients who follow the steps & use our Portal generally use less billable time.

​​#3-  We earn our fees by delivering tax strategy that pays-off long-term.   

​​​