OUR PROCESS

You connect with us either via phone, email, social media, or filling out an online form. We make arrangements to meet at a location that’s most convenient for you.

We fill out some forms and collect some documents. After that, we take 3-5 days to file your taxes. In the meantime, you can expect a call or two or three from us with extra questions, more details or additional documents. Depending on the client, we consult with investment, insurance, and estate specialists to bring added value to your taxes.

At final delivery, we sit down and go over recommendations and ideas for next year’s filing. As a bonus, you get a complimentary, 30-minute consult with a financial advisor to discuss / review your finances. If ‘advice’ has been missing in your financial world, you owe it to yourself to get in touch with us.

Sometimes, a little advice can go a long way.

  • This field is for validation purposes and should be left unchanged.