How We Work
* No paperwork, we use Dropbox, e-Sign & e-File *

1. Free Consultation & Pricing

• Please contact us or request a free consultation. 

• We'll share the form via Dropbox Sign

2. Engagement & Payment

• e-Sign the engagement letter

• e-Pay via Quickbooks

3. Preparation

• Licensed tax practitioner will prepare your entire tax return from start to finish

• No additional charge for extension

4. Review, Filing & Planning

• Review to ensure maximum tax benefit

• e-File to IRS and State(s)

• Plan for additional tax benefits