Here is what to expect when choosing
virtual tax preparation -

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​Step 1: Navigate to our 'Help and Resources' tab and download the '2025 Tax Organizer'. Use pages 1-4 as a checklist to ensure you are not missing any documents. Pages 5-7 is a tax questionnaire that every client must fill out yearly.

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Step 2: Upload your documents and the completed questionnaire to our secure portal. Please contact us if you need help with your client login.​

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Step 3: You will receive a confirmation email from our office with next steps.

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Step 4: We will begin working on your taxes and reach out to you if we have any questions.

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