contact us page for tax preparation

Below would be the next steps

step 1

Schedule An Introductory Call:

You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).

step 2

Document Submission & Quote :
Upload your previous year’s tax return and financial statements here for a quote (up to 50 MB).

Step 3

On boarding call with Bookkeeper/Accountant:
Join an onboarding call to complete the tax organizer and review financial documents.
We identify and request any missing information.

Step 4

Tax Review & Online Filing:
A CPA or EA reviews your tax return, followed by your final approval.

Once approved, we file your return online with the IRS.

Below would be the next steps

step 1

step 2

Step 3

Step 4

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