Are You Ready To File Your Taxes?

Kick off your tax return process today.

For Clients Who Filed With Us Last Year

For Clients Who Are New This Year

Minimize your tax liability...

Maximize your refund!

We have an exceptional team of professionals with expertise in various areas and are committed to simplifying the tax filing process from day one. Our strength lies in our ability to provide you with year-round planning for your tax and business affairs.

Our mission is to help transform how people handle their taxes by empowering individuals and entrepreneurs to know their options, make informed decisions, and ultimately save more money.

Do you have questions before you get started?

Frequently Asked Questions (FAQs)

When is my payment due?

A deposit will be required to get started with your services and the remaining balance will be due prior to completion (i.e. filing your taxes).

For personal taxes, we also offer options to pay for your tax services using your income tax refund (additional fees apply). If this option is selected, your tax preparation fees (less your deposit) will be deducted directly from your tax return.

Do you offer payment plans?

Because we tailor solutions to your personal tax situation, we do offer payment plans for our clients. Each tax situation is unique, so the payment plan will be as well.

For personal taxes, we also offer options to pay for your tax services using your income tax refund (additional fees apply). If this option is selected, your tax preparation fees (less your deposit) will be deducted directly from your tax return.

How soon can I expect my tax filing to be completed?

Our goal is to finalize personal tax returns within approximately one week after receiving all necessary documents and information. Delays may occur if there's missing information, emphasizing the importance of accurately and comprehensively filling out the tax organizer.

For business taxes, the timeline may vary, contingent on the size and complexity of your business finances. Please consult with your tax accountant during your intake process to discuss and determine a tailored timeline for your specific situation.

What happens if I need to make changes or my tax preparation requires more work that originally quoted?

Our fee is determined based on the complexity of the tax return, and we provide a quote in advance of commencing our work. However, in cases where circumstances change or unforeseen complications arise during the tax preparation process, adjustments to the fee may be necessary.

Before proceeding with the preparation of your return, we typically reach out to you in advance if our original quote needs significant revision due to the increased complexity or additional work involved. Transparency and communication are key aspects of our service commitment to you.