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Do you need help filing for you, your family or small business? Well, you are in the right place! Our tax prep process begins with a 15-30-minute Virtual welcome call, where we learn about you and how we can help. After our Welcome Call you will receive a quote and if you would like to proceed, you pay a deposit and we get you set up in our tax portal so you can securely send us your documents. Once this is completed, we have up to 5 business days turn around for Individuals returns. Business returns depend on how organized you are. Our turn around period starts once all documents have been uploaded and your questionnaire is complete.  Once the return is completed you are notified and sent an invoice for the remaining balance with a link to our calendar to set up a time for us to review the return via Microsoft Teams or in our office. During this appointment, we review key changes of your return and areas to watch for the current tax year, so you understand your personal situation.