The digital process

Complete Online Questionnaire


This is designed to help us identify as many deductions for you as possible. There is a NEW CLIENT Questionnaire and a streamlined EXISTING CLIENT Questionnaire

Submit Your Tax Documents


Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.

Review Your Tax Return & Sign Electronically


Once your tax returns are prepared, you will be able to review/approve them electronically and e-Sign as well. For those who prefer to maintain paper returns, we will provide those to you upon request.

Our Client Agreement (pdf)