WHAT TO EXPECT FROM OUR PROCESS

Meet & Greet

Get to know if our tax preparation services are right for you by having a free meet and greet with our Director of Practice Management, Christopher Cooper. During this meeting, Christopher will cover any of your questions as well as tell you more about our firm and process.

Quote & Engagement Letter

After your meet and greet, Christopher will send you a quote that is prepared by our tax manager for services that are to be rendered. You will then receive an engagement letter electronically.

Begin Preparation

Once an engagement letter is signed, you will be assigned to a preparer and a manager of the firm. You will then receive an email from your preparer who will assist you in setting up a secure portal.