Our Process
What working with us actually looks like
Most people avoid switching accountants because they don't know what to expect. We believe clarity reduces risk—so here's exactly how we work, from your first inquiry to your last question after filing.
We Get to Know Your Situation
It starts with a quick conversation—no pressure, no jargon. After a brief internal review of your needs, we'll hop on a 15–30 minute call to understand your full picture: whether you're a W-2 earner, a business owner with crypto and rentals, or a nonprofit leader approaching a deadline. We'll identify your timeline, explain our process, and give you a clear fee range upfront. By the end, we'll know if we're the right fit—and so will you. Either way, you'll leave with clarity.
We Formalize the Partnership & Set Up Your Secure Portal
Once we've confirmed you're a great fit, we make the relationship official and get your workspace ready. You'll receive an invitation to your personalized TaxDome portal—a secure hub where your documents, messages, and project status all live in one place. You'll complete a simple intake, verify your identity, and e-sign your engagement letter and fee agreement. We don't begin work until everything is signed and payment is confirmed. No ambiguity. No surprises.
We Collect Everything We Need—Without the Back-and-Forth
This is where most firms lose time. We solve that with a custom document request list built specifically for your situation—organized in your portal with automated reminders so nothing falls through the cracks. We don't move forward until we've confirmed your file is complete, a standard we call "Ready for Prep." Clean inputs lead to accurate returns.
Our Team Gets to Work
With your documents in hand, our preparers follow a consistent process built for accuracy and efficiency. We don't just enter numbers—we analyze your situation for planning opportunities you might be missing, like entity election advantages or retirement contribution strategies. If we have questions, we send one consolidated list rather than dripping requests on you one at a time.
A Second Set of Expert Eyes Reviews Everything
Before anything reaches you, a licensed CPA reviews your return for accuracy, reasonableness, and compliance—checking everything from the math to carryovers to recent tax law changes. What you receive is a complete results package: your refund or balance due, a plain-English explanation of what drove the numbers, and action items to help you prepare for next year.
We File & Stay By Your Side
Once your return is in the portal, sign and confirm payment—we handle the rest. You'll receive a notification the moment it's accepted. From there, you'll have a 15–30 day post-filing Q&A window, structured support if an IRS notice arrives, and access to year-round services like quarterly estimates and planning conversations. We're not a once-a-year firm. We're your long-term financial partner.
FAQs
Find answers to your most pressing questions about our services and how we can help.
Our pricing depends on the complexity of your needs. Business bookkeeping typically starts around $500/month, individual tax returns vary based on complexity, and estate planning packages are customized. We provide transparent pricing during your free consultation—no surprise fees.
We use TaxDome, the same modern platform used by large national firms. You can upload documents securely, track project status in real-time, message our team, and access all your files 24/7 from any device. It's like having your entire financial life organized in one place.
If you're a nonprofit earning over $750K in NY, you're required by law to have an audit. For businesses seeking loans, banks often require audits for larger amounts but may accept reviews for smaller loans. We'll assess your specific situation and recommend what's actually required—not what generates the biggest fee.
Yes—this is what makes us unique. Most lawyers who do estate planning can't provide tax strategy, and most CPAs can't create legal documents. We combine both through our dual expertise and our Snug platform for wills and trusts, ensuring your estate plan is both legally sound and tax-efficient.
We guarantee a response within one business day through our portal. During tax season, we prioritize urgent matters same-day. You'll never chase us for updates—our portal shows exactly where your project stands at all times.
We're a family-owned firm with two licensed CPAs (father and son), not seasonal tax preparers. We offer year-round proactive tax planning, not just April filing. Plus, we handle everything—bookkeeping, payroll, audits, estate planning—so you don't need multiple providers.
Many bookkeepers aren't CPAs and can't provide tax strategy or ensure your books are audit-ready. We don't just record transactions—we structure your chart of accounts correctly, identify tax-saving opportunities monthly, and ensure everything is compliant. Think of us as upgrading from data entry to strategic financial management.
Yes. We're one of the few CPA firms that can create Islamic wills and trusts that honor religious requirements while also optimizing for tax efficiency. We understand the unique inheritance rules and can guide you through the process with cultural sensitivity.
After your free consultation, we'll set up your TaxDome portal, you'll upload documents securely, and we'll create a customized service plan. For businesses, we typically spend 30-60 days cleaning up and organizing before moving to ongoing monthly service. You'll know exactly what to expect at every step.
Absolutely. "Catch-up" work is common—many clients come to us months or even years behind. We'll assess the situation, give you an honest timeline and quote, and get you current. Then we'll set up systems so you never fall behind again.