FAQ

Our process begins with a virtual meeting or call to learn about you and your tax situation. After determining we're a good fit, you'll receive access to our secure portal where you can sign the engagement agreement and upload your financial documents with a single password. 

Yes! Confidentiality and security is out top priority. We use a secure portal that protects your sensitive financial information. You'll select a password to access the system, and all documents are encrypted and stored securely. 

Once we receive your documents through the portal, we begin preparing your returns or planning deliverables. You may receive requests for clarification or additional documents, and we provide drafts for your review and approval before finalizing.