Thanks for scheduling! We will soon email you an invitation to access your online Client Portal.
Within the Client Portal we will send you a Client Survey to fill out some basic information and an Engagement Letter to sign. Please be sure to complete both of these items before your appointment. You can also upload any documents you want to send us electronically.
Now it’s time to gather everything you need to submit to have your taxes prepared. Whether it’s for your individual return or for your business, check out our Tax Checklists, so you don’t forget anything. You can also review our Tax Return Process and our Pricing.
If you have any questions or concerns that need to be resolved before your appointment, email us at firstname.lastname@example.org or call or text 801-753-8540.