Providing Professional Tax preparation, Bookkeeping, Payroll, and more!
Virtual Service that feels Personal!
Providing Professional Tax preparation, Bookkeeping, Payroll, and more!
Virtual Service that feels Personal!
Our Virtual Process
Virtual Meet & Greet
Virtual Meet & Greet
Virtual Meet & Greet
We start by getting to know you and your situation. We can connect over Zoom, Microsoft Teams, and More! Want to skip the Meet & Greet and get started right away? Click HERE to fill out our New Client forms.
Client Portal
Virtual Meet & Greet
Virtual Meet & Greet
Gain access to our client portal. Here you answer a few questions and upload the related documents. It's a safe, secure way of getting your information to us!
Track, Sign, & Pay
Virtual Meet & Greet
Track, Sign, & Pay
Once we have your documents, you can track our progress on your return in the client portal. Once completed, you sign and pay for your return all in one convenient location!