We prepare individual, business, current year, and prior year returns. Every return starts with a full review of your situation to ensure the filing is accurate, defensible, and appropriate for your circumstances.

You will upload your documents securely through TaxDome, our client portal. Common documents include W-2s, 1099s, business records, and prior year returns. Any other relevant paperwork can also be submitted directly through the portal.

After you complete the intake questionnaire, you will receive access to your TaxDome client portal to upload your documents. We review everything and send you a proposal outlining the scope of services. A deposit is required to begin preparation. Once your return is complete, you receive a final invoice, review, approve, and we file on your behalf.

Pricing is based on the complexity of your return. After we review your documents, we will send you a proposal with the full scope and cost before any work begins. A deposit is required to proceed after you sign the proposal.

Once you approve your final invoice, we e-file or paper file your federal and state returns accurately and on time. You will be kept informed throughout the process via your TaxDome client portal.

Yes. We prepare prior year returns in addition to current year filings. Whether you have one year or several years to catch up on, we will assess your situation and outline the appropriate path forward.

Click the "Schedule My Session" button on this page to complete your intake questionnaire and create your client profile. Your information will be reviewed to determine the right return services for your situation, and you will receive portal access shortly after.