Our Tax Preparation Process
Introductory Call
We will begin the financial consultation process with an introductory call to get a full picture of your financial status. This will lay the groundwork for the tax filing process and ensure smooth tax preparation for your State and Federal taxes.
Tax Preparation
Once we have all the information needed, our experts will guide you through the tax preparation and tax filing process, ensuring you remain informed every step of the way during your financial consultation.
Review
Upon completion of the tax preparation, we will set up a financial consultation meeting to review the status of your tax filing process and discuss next steps.