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How It Works

How Our Tax Preparation Process Works


STEP 1

Gather your documents


STEP 2

Schedule an In Person or Remote Appointment


STEP 3

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. 


STEP 4

During our appointment, we will review, discuss, and finalize your tax return and provide guidance for the year ahead.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© All About Your Taxes 2021