Your Financial Guide & Partner for Life

Tax Preparation and Filing

Ready to get started on your taxes? We’re here to help. If you’re new to our office, schedule a consult to get started.

New This Year

We’re excited to work with you this tax season. It can be stressful to file on your own, but we’re here to help. To make it even easier, we’ve made some changes to our process. Here’s what you can expect.

  1. Get started by filling out our new online organizer or requesting a personalized tax checklist by reaching out to our office.
  2. Submit your documents to our office in person or through your portal.
  3. Sit tight while we review your information & start working on your return.
  4. Schedule a review appointment once our team lets you know we’re ready to meet.
  5. Review & sign your completed return.
  6. Breathe easy while we file your return with the IRS.

Once your return is filed with the IRS, you can track your refund online or make payments on any taxes due at IRS.Gov. A copy of your completed and filed return is always available through our online portal.

Don’t know how to log in? Reach out to our office to get set up.

Taxes Made Simple

We’ll file your return with the IRS so you don’t have to. Simple as that!

Still have questions? We’re here to help.

Haven’t signed up for monthly billing yet?

We know that having a big bill due is unpleasant. To make it easier to budget, we’ve introduced monthly billing with our Tax Support Packages. They’re designed to help you get the most out of our services, all year round. All of our Support Packages include tax prepara􀀩on and filing, along with our new monthly Financial Wellness Workshops. You can get started now or talk to us when we prepare your taxes. Lean more on our Changes page.