Individual Tax Preparation

Once confirmed for a Tax Preparation appointment, new clients will receive an invite to our client portal that will be utilized throughout the tax preparation process. Client requests, files, and billing will all be accessed from the client portal. Repeat clients will be provided a comprehensive organizer with last year's information detailed as a tool for what we expect to receive.

All new clients are required to complete our Individual Organizer prior to the scheduled tax appointment. The information from the organizers allows us to complete the data entry ahead of time and utilize your appointment as an opportunity to finalize the return and cover any questions you have for our licensed tax professionals.

Tax Preparation Appointments will be canceled if organizers are not received 6 days prior to the appointment. Those canceled appointments will be subject to our cancelation policy.