THE PROCESS
01
Intake
Go to the Pricing page, select the service you need, and complete the intake form linked to that service. Tell me a little about your business or tax situation so I can prepare for our conversation.
02
Have a conversation
I’ll reach out within 24 hours of receiving your intake form to schedule a brief call.
03
Get onboarded
If we decide to work together, I’ll send you a proposal with an engagement letter and billing information. Once you’ve reviewed and accepted it, we’ll go over the documents and account access I need to get started.
04
Ongoing partnership
I’ll handle the accounting or tax work we agree on and stay in touch about questions, documents, and deadlines.
Visit the Pricing page, select a service, and complete its intake form. I’ll follow up to arrange a call.
Begin the intake process