We are excited to work with you. Our goal is to make this process as easy as possible. Please let us know if you have any suggestion to make this easier. We ask that you do not email us sensitive information. please use your portal.

In your first year with us, we like to start by gathering your last two years of tax returns—if you have them. You’ll receive our annual engagement letter electronically, and you can review and sign it right from your device. We’ll also ask for a Power of Attorney so we can speak with the IRS on your behalf and request tax transcripts for the years we’re working on.

Preparation

When tax season arrives, we’ll upload a detailed list of documents we need to your secure portal, along with a tax organizer to help guide you through what to gather.

Missing Information

Most delays happen when information is missing or incomplete. If something comes up or you’re not sure what’s needed, just schedule a quick meeting or send us a message through your portal—we’re here to help keep everything moving smoothly.