business

Tax

Filing

We want to hear about the needs and goals of your business, and develop a strategic plan that fits where you are going.

  1. Initial consultation call

    We will go over your financial situation, the details of your business, and determine the forms needed.

  2. Receive your onboarding questionnaire

    This is a quick fillable form, accompanied with a Tax Engagement Letter to be signed.

  3. Sit back and relax

    We will start preparing your tax return and reach out after completion for review and signing.

  4. Payment and e-file

    After approval of your return, you will receive an invoice. Once payment is made, your return will be filed. You will receive a copy for your own record.

our mission

to simplify the complex world of taxes and ensure that you maximize your tax benefits while staying compliant with the ever changing tax laws.