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So you want to work with us

If you'd like to work with us, please follow these 5 simple steps!

Learn more

We are proud to be using TaxDome

Taxdome is a secure portal that is free (to you).

Email can be a risky choice when sharing sensitive personal information. When you choose to work with us we will set you up with your own Taxdome account where you can easily upload your tax documents and information. 

Taxdome is user friendly and also allows you to view and sign your tax return when it is completed. 

Taxdome has also just updated their mobile app which makes it even easier for you to view, upload and sign documents. 

Image by Maksym Kaharlytskyi

Due to high volume of appointments during tax season we are constantly improving our methods for getting your taxes done in a timely manner. 

Documents may be: uploaded to Taxdome, mailed to us or delivered in person. 

In order to stay on schedule we require clients to upload/send/deliver their tax documents 1-2 weeks before their appointment. If we do not receive their documents beforehand, then their appointment will be rescheduled.

Taxes: Start Here

Our goal is to help you get your taxes done as efficiently and as correctly as possible. 

To that end, here is where you should start!

This booklet is comprehensive. Don't panic at it's size, not everything will apply to you.


Just do your best and then send it to us through Taxdome.


If you're a new client with us we will also need a copy of the previous year's tax return.  


Small Business Owners,
before your tax appointment

Fill out the tax booklet linked above.

Plus if you are a new client please fill out this client booklet.

Small Business Owners,
One Last Thing

If you do not currently use an accounting software you will need to create a spreadsheet of your income and expenses.

We can create that spreadsheet for you but it will cost an extra fee.


Either way- that spreadsheet will be needed before your appointment.  

Grow Your Vision

Welcome visitors to your site with a short, engaging introduction. 

Double click to edit and add your own text.

This form may be for you. 

If you're a senior citizen receiving benefits.. 

Then maybe you should fill out a  W4V form to have your taxes to be taken out of your social security benefits. 

Have questions?

We are here to assist. Contact us by phone, email or via our Social Media channels.

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