Our Process

How It Works…

One of the questions we’re asked most often is, “So, how does it all work?”

So, let us walk you through it.

We use secure cloud-based solutions to best serve our clients. For example, our clients are expected to upload documents to our online portal, accept engagement terms, and approve tax returns and financial plans electronically. In-person appointments are nice, even better with donuts, but are not required. Yes, hugs and handshakes cannot be replaced, but emails, texts, phone calls, chat messages through our portal, and video overviews allow great communication without using up a bunch of your time. In today’s new landscape of pandemics and other safety concerns, a virtual relationship with your tax consultant and financial advisor is essential. Plus, engaging with us online saves you time and travel costs. It’s a win-win!

With that in mind, here’s an overview of how our process works…

The Process

  • Step 1

    INTRODUCTIONS

    Most new client interactions begin with a “Get-to-Know You” phone call with a member of our team. The goal is to get to know your situation and whether or not we’ll be a good fit for your needs. You can schedule a call here:

    Schedule a Phone Call

  • Step 2

    PORTAL ACCESS

    Once we know we’re on the same page, we’ll create your client account and grant you access to our secure online portal. The portal is how we gather and view information from our clients - things like tax docs, financial forms, etc. Current clients can access the portal here:

    Access Client Portal

  • Step 3

    COMPLETE ORGANIZER & UPLOAD DOCUMENTS

    The next step is all YOU! For us to provide an engagement letter, we need to “take a peek under the hood,” so to speak. Your online portal account will have an “organizer” to walk you through what questions we need answered and what documents need to be uploaded. You can also find a list of common tax documents here:

    Tax Documents List

  • Step 4

    SIGN THE ENGAGEMENT LETTER

    After we’ve evaluated all the beautiful information you provide, you’ll receive an engagement letter and fee estimate via email. Once you’ve reviewed and digitally signed, the ball’s in our court, so to speak, and we’re ready to get crackin’!

    Frequently Asked Questions

  • Step 5

    FINAL STEPS (INDIVIDUAL TAX RETURNS)

    While preparing your return, we’ll reach out to resolve any questions we have. Once finalized, you’ll receive a fully customized Video Overview of your tax return. Think of it as a highlight reel of the major points we feel you should be aware of. You can then ask any additional questions you have before digitally signing the IRS e-file authorization form found in your portal account. Once signed, you’re all set! We’ll process our fee and e-file your tax return.

    Video Walk Through

Online Portal

During our “Get-to-Know You” phone call, you’ll be sent an email with an activation link. When you click on “Activate account” you’ll be taken to a screen allowing you to create a password. Then you’ll have full access to your online portal account.

*Please note, we are continually updating and improving the portal experience for our clients. Therefore, your client portal may look slightly different than what is shown here.