We begin with a brief phone call to understand your tax situation. During this call, we identify the type of return you need, review basic income sources, discuss pricing, and explain what documents will be required. This ensures there are no surprises and sets clear expectations from the start.

Step 2: Document Collection & Secure Intake

Step 3: Tax Preparation & Review

You submit your tax documents through our secure upload system or in person. This includes income forms (W-2s, 1099s), prior-year tax returns if available, and any deduction or credit documentation. We review everything for completeness and follow up if anything is missing.

Your return is professionally prepared with accuracy and compliance in mind. We apply all eligible deductions and credits, then review the return with you to explain the results, refund or balance due, and answer any questions before filing.