Tax Intake Process

Step 1: Booking

Book your tax consultation (consultations tab) and checkout to initiate the client intake process.

Step 2: Pre-screening

Start your pre-screening process by submitting you personal information below. Please include all supporting documentation and forms in the document uploader portion of the form.

Step 3: Consultation

After we access your tax documents, our staff will start your file, prepare and estimate, and contact you to schedule your consultation to discuss your tax return before filing on your behalf.