Complete our New Client Form.

A team member will reach out to you via email or phone within 3-5 business days to schedule your initial consultation.

Schedule your appointment after all steps are complete.

1. Complete Tax Questionnaire
You can find it in your Client Portal. If you do not see the 'Tax Questionnaire' reach out to our team via email to have it resent to you.

2. Complete Upload Instructions
Incomplete action items result in automatic cancellation without notice, to manage the heavy volume during tax season. We can help with any questions to make it a smooth process for you.

3. Schedule Your Appointment

4. Gathering Info.
A team member may reach out ‘as needed’ any time before your appointment to go over your documents, get additional info, and recover any potentially missing documents.

Missing documents and/or missing relevant tax info at time of scheduled appointment results in additional appointments rendering additional fees as stated in our Terms & Conditions and Disclaimer.

5. We are a team.
Our entire office works together as one, and not individually, to give you the quality service you deserve. Due to everchanging time constraints during the prime of tax season, a qualifying team member will assist in the completion of your final tax return. All tax returns are nonetheless reviewed and managed out by Colin, Carlo, and/or our CPAs before filing.

6. Appointments are via phone call.
For your security, our team may ask for multiple forms of ID and a video call via Google Meet for verification if necessary. Failure to provide appropriate forms of ID upon request results in a canceled appointment and termination of services.

7. We’re ready for you!
Thank you for taking your time to complete all these steps! We know the process may seem tedious but we assure you that it is for your benefit, making sure we claim every credit, take every deduction, and maximize the all the available tax advantages you deserve. You will surely see the ROI from the processes we continue to invest into and refine year to year as we continue to work together.

We look forward to our call!