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What to expect as a New Client.

Onboarding Deadline for 2023 Tax Returns to be GUARANTEED filed by April 15, 2024 was  2/28/2024

After 2/28/24 we will MAKE EVERY EFFORT to meet the 4/15 deadline.  Once we see your items, we will take a look and may need to place new clients on extension.

FAQs - Who are we a good fit for!:

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

The first year both the client and staff will work together to get through these steps....

  • Onboarding Form (15 Min.)

  • Setting up a password for your Portal and getting familiar with your Portal, adding app to your phone and/or bookmarking to browser (15 Min)

  • Uploading Past Tax Information (30 Min.) and/or dropping it off

  • Filling out a Tax Interview (15 Min)

  • Signing the 1040 Tax Engagement telling us what services you need (15 Min)

  • Making your Deposit (5 Min)

Then we start the tax preparation process with you....

#2 - If you Prefer In Person or Want to Talk:

Of course you can meet with us in person.  To call our staff please use the 612-200-2705 number.  Whoever is free will be able to assist you.  We recommend Clients do as much as they are comfortable remotely using our portal because it can save on billable time.  It's our pleasure to assist in person when that's the client's preference.  Also, at any time, if you are confused, you can speak with a real person who cares by calling us during our normal business hours. 

#3-  Our goal isn't a cheap 1 hour return, no questions asked:  

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.  Questions and coaching is also how we help Clients audit proof their life.  A typical 1040 involves 2-4 hours combined time of prepping and meeting with Clients.  Our Clients are happy because we are a trusted advisor, not just data entry people.   

Ready to Start?  Here are The New Client Onboarding Steps:

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.

Step 2- Go to the page

You'll find the normal steps our existing Clients complete each year at this page.

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