A workflow built for you

Reach out

Send us a message through our website contact form. Include a little about your situation: individual or business, what kind of help you're looking for, and any timing considerations.

No commitment required. We'll review your message to assess whether we're the right fit to help you. Look out for a reply from the firm with next steps.

Initial call

If it sounds like we can help, we'll schedule a free introductory call to discuss your situation in detail: what you need, what to expect when working with the firm, and what the engagement will look like. We'll also provide a fee estimate for the project.

On our initial call, you'll receive a full overview of the client portal and our modern approach to a CPA practice. This is a great time to ask any other questions too.

Into the portal

Once we move forward, you'll receive access to our client portal: your single place for the rest of the engagement. The portal handles document uploads, status updates, messaging, signed agreements, delivered work, invoicing, and more.

You'll get an Organizer: a checklist of what's needed for your specific situation. Upload and answer questions at your own pace, and we'll flag anything missing or unclear.

The portal is accessible on desktop or mobile app, meaning you can easily upload tax documents from your phone with the snap of a picture. You'll also receive timely push notifications to your device when we send a message.

Wrapping up

When the return is prepared, we'll upload a copy to the portal for you to review and approve. You'll also receive a summary of the results, specific steps to make any payments, and some suggestions as we look ahead.

We'll be there to walk through any questions with you. Taxes can be complex, but we want our clients to feel educated about their tax situation and empowered to make the right choices.

Everything is delivered through the portal and will remain accessible. If something comes up outside of tax season, we're only a secure message away.