Getting started with our firm is as easy as filling out an engagement letter, booking an appointment and completing our electronic organizer/questionaires. Once you receive your client portal invite, you can begin uploading (or drop off photocopies) your documents for your Personal or Business tax returns.
Book an Appointment, review and sign If you have any questions, feel free to call our front desk, who is there to help you every step of the way!
Book an Appointment and our team will be in touch immediately to work on assessing the condition of your ‘books’ and request acces to a copy of your QuickBooks file or QuickBooks Online account 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 Administrative Assistants, Lynn Haynes or Denise Hill. We can only provide ballpark quotes with a copy of your prior year return, otherwise we can provide you with our 'starting rates' to give you something to go off of.