To initiate your tax preparation, a $249.99 review fee is required. Should you choose to move forward with our services and file your taxes, this fee will be credited toward your total preparation cost. This approach ensures that you receive the highest level of service, with a clear and efficient process from start to finish. It also allows us to dedicate the necessary time and expertise to your unique tax situation, ensuring you receive optimal results while respecting both your time and investment. Let us show you how our professional guidance can make a difference in your tax preparation experience.
As a valuable Client, you will receive a link to the tax intake form, which you should complete. Once submitted, I will review your information and contact you within 24 hours to discuss your submission. We will ensure that all required documents are uploaded, address any additional needs, and answer any questions you may have. We're here to ensure a smooth process and provide expert support every step of the way.