You have two options to get started:

1. Reach out via the Contact Us button at the top of the website and we’ll set you up in our secure client portal.

2. Create your own account on our secure portal, also located at the top of the page. Once you're in the portal, you'll receive a New Client Interview Form to provide details about you, your business (if applicable), and the services you need.

After we review your information, we’ll either:

1. Schedule a time to discuss your options, OR

2. Send over a quote, engagement letter, or next steps if everything is straightforward.

Not at all! Our secure client portal allows you to upload documents, sign forms, and communicate with us online, so there’s no need for in-person visits unless you prefer them.

Common documents include W-2s, 1099s, mortgage interest statements, business income/expense records, and any IRS notices. If you’re unsure, our online Tax Organizer will guide you on what’s needed.

Our secure portal allows you to upload tax documents, sign forms electronically, and communicate with us online—saving you time and hassle.

The Beneficial Ownership Information (BOI) Report is a new requirement for many businesses. If you own an LLC, corporation, or partnership, you may need to file with FinCEN to avoid penalties. We can help determine if you’re required to file and handle the process for you.

Pricing depends on the complexity of the work. After reviewing your New Client Interview Form, we’ll either schedule a call to discuss your options or send a quote and engagement letter with next steps.

We’re friendly, efficient, and tech-savvy, blending personalized service with modern tools to make your accounting experience stress-free. Unlike DIY tax software, we provide real expertise tailored to your needs.