FAQ

  • What do I need to do to have you start reviewing my tax documents for the upcoming year?

    If your a new client we need last years tax return and the following: the individual information sheet, and if applicable the business information sheet filled out. Then submit all current tax documents for the past year. Schedule a 15 minute drop off time on our Book a Consultation or upload documents to the client portal.

  • Do I need to provide all documents at one time?

    Documents should be submitted once you have received all of them. If you expect a tax document to come in late we can file an extension for you.

  • Is payment required upfront for the tax return or once your ready to file?

    A retainer of 50% is due upfront with the remaining 50% due at time of filing.