How Our Tax Preparation Process Works
Gather your documents
If you schedule a remote appointment, please upload your documents to SmartVault (our secure portal) 5 days before your scheduled appointment. New clients will receive a SmartVault activation email to upload their documents after a remote appointment is scheduled. If we have any questions before our scheduled appoinment we will reach out to you.
During our appointment, we will review, discuss, and finalize your tax return and provide guidance for the year ahead.