Getting started with our Firm is as easy as filling out an Engagement Letter and starting to send in information for your Personal or Business tax returns.
Book an Appointment and our team will be in touch with you immediately to help you every step of the way. You'll get a link to setup you client portal, fill out our electronic tax organizer and be up and running in no time!
Book an Appointment and our team will be in touch immediately to work on assessing the condition of your ‘books’ and if we can even get a copy of your QuickBooks files to expedite the process. You'll get a link to setup you client portal and can begin uploading documents and a backup copy of your QuickBooks file as you please.
If you have any questions or concerns regarding our services, prices, or what to expect when working with our firm, we encourage you to talk with our Account Manager, Katie Haynes.