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THE PROCESS
Our goal is to make the tax and accounting process as easy and as straightforward as possible for you.
It's really as easy as 1, 2, 3.
STEP
1
:
Fill Out Your Information
You'll start out by completing our online form that gives us a better idea of what your specific needs, situation, and preferences are.
STEP
2
Upload your documents
:
Upload your documents to your own secure online customer portal.
STEP
3
:
Review your return & pay
After your tax return is complete, we can set up a time to go over your taxes together. That way, you'll have time with me to go over any questions or concerns you might have with your return.
Ready to get started?
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