Using encrypted mobile-friendly technology, you can schedule appointments, upload documents, e-sign returns and get on with your life while the firm tackles your tax returns, questions and concerns.
The firm focuses on complex tax return preparation for businesses, nonprofits and individuals. The firm’s clients include small businesses, domestic and international nonprofits, entrepreneurs, professionals and military families. The firm can also handle more complex tax planning and representation needs as they arise.
Enjoy interactive and responsive tax return preparation accessible using secure technology. Using secure client portals it is a snap to upload your tax documents, answer follow-up questions, review your draft returns and e-sign for electronic filing.
Online consultation appointments are free for new clients and available as needed for existing clients.
Conveniently e-sign an engagement agreement detailing services and fees.
You will receive an email invitation to login to the tax client portal as well as a text messaging portal to share documents and communicate using secure and encrypted technology.
Securely upload your tax documents and answer the online questionnaire in the tax client portal to ensure all relevant information is collected.
Review your draft returns and ask any final questions. E-sign your return and then get on with your life!
The firm provides tax return preparation services for businesses, nonprofit organizations and individuals. Explore the types of assistance offered by visiting the pages for each category of tax returns.