Our Process
Schedule a meeting with our tax experts to talk about your finances and tax goals.
1. Consultation
Collect and share the needed documents, such as W-2s, 1099s, receipts, and other important financial records.
2. Document Collection
Our experts carefully review your financial information to find eligible deductions, credits, and possible tax savings.
3. Analysis
We prepare your tax return accurately, following all tax laws and rules.
4. Preparation
We carefully review your tax return to find mistakes and make sure it's correct before filing.
5. Review
We use electronic filing to quickly submit your tax return and speed up processing.
6. Filing
