You don't have to like taxes -- we do. 

Personal Tax Preparation, Made Simple

Whether your return is simple or complex, we guide you through step-by step

Who is this for: 

W-2 Employees

Multiple income sources

Families & Dependents

01

Schedule your appointment

Required for in-person or drop-off

Schedule here
02

Bring all of your docs

  1. Valid Driver's License

  2. Completed Data Sheet (here)

  3. Prior year Return (new clients only)

  4. Banking Info

  5. Any and All Current tax documents:
     

W-2s; bank interest statements; brokerage statements; mortgage interest statements; real estate tax information; charitable contributions (cash and non-cash); qualified medical expenses; self-employment profit and loss statements; rental profit and loss statements; gambling winnings; dependent information (including their social security numbers), etc. 

03

Your return is prepared

If you choose the drop-off option, we'll email you if any questions arise during preparation. 

04

Review your results

Drop off your documents or stay while we prepare -- either way, we'll review your results with you. 

05

Tax Plan

This is where tax planning happens, if needed. 

06

Sign the forms

Sign here, here, and here -- then breathe easy.

07

Payment to E-file

Payment for the filing will be collected before the e-file is started. 

08

Return is e-filed

Your return is securely e-filed on you behalf.

9

Confirmation email

Once the IRS gives us their approval, you'll receive a confirmation email.

10

Review Link

After everything is finalized, we'll send you a review link to wrap things up.

This seems like a lot of time, but in reality it is only a few weeks.