Everything happens in one secure place. You never email a tax document, never wonder where things stand, and never repeat yourself.
A 20-minute call. Chris reviews your situation, quotes the engagement, and sends a digital engagement letter for e-signature.
Once it’s signed, your secure client portal opens. That’s where everything lives: document uploads, status updates, secure messaging, e-signatures, and invoice payment. No email attachments, no fax, no trips to an office (though always welcome).
You complete a short organizer tailored to your situation — W-2 clients get a brief one, business owners a fuller one — and upload your documents directly to the portal. That’s it. We take it from there.
Your return moves through a structured, quality-controlled workflow. You see the status in your portal at every stage.
Preparation is done by the firm’s CPAs and staff, assisted by tools that flag potential issues, check for missed deductions, and confirm accuracy. Chris then personally reviews and signs every return before it moves to delivery. You’re never left wondering where things stand.
If Chris has a question or needs one more document, you get a secure message in the portal — not a phone-tag chain. Everything is tracked, documented, and never lost in an email thread.
Your completed return lands in your portal for review and e-signature. Chris files it electronically and sends the IRS acceptance.
Delivery isn’t the end. You get a written advisory note with anything Chris noticed during preparation: a planning opportunity, a missing election, a deduction to capture next year, a red flag to address. This is the conversation most firms skip.
For Planned and Partnered clients, delivery is followed by a review call and a plan for the next period. You leave every engagement knowing exactly what to do next.
Every document moves through an encrypted portal. Nothing sensitive travels by email.
Every engagement has a stated turnaround. You know what to expect and when — no chasing the CPA for updates.
E-sign, e-file, pay the invoice in the portal. No printing, no scanning, no office trips required.