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.

On-boarding: In the first year, we like to collect the previous two years of tax returns, when available. We have an annual engagement letter which is delivered and signed electronically. We also request a Power of Attorney, which will allow us to speak to the IRS and request tax transcripts for the designated tax period.

Preparation: Once tax compliance season rolls around, we provide detailed document requests in your portal as well as a tax organizer.

Missing information: The greatest delays are usually due to missing or incomplete tax information. Schedule a meeting or send us a message in your portal to discuss missing information.