What working with us actually looks like.
Most people put off switching accountants because they don’t know what to expect. Clarity reduces risk, so here’s exactly how we work, from the first call to the last question after filing.
From first call to filed, and after.
We get to know your situation
A 15–30 minute call, no pressure and no jargon. We learn your full picture, whether you’re a business owner with multiple entities or a nonprofit approaching a deadline, then explain our process and give you a clear fee range up front. By the end, we’ll both know if we’re the right fit.
We make it official and open your portal
You get an invitation to your secure TaxDome portal, where documents, messages and project status live in one place. Complete a short intake, verify your identity and e-sign your engagement letter. Work begins once everything is signed and payment is confirmed. No ambiguity, no surprises.
We collect everything, without the back-and-forth
A document request list built for your situation, organized in your portal with automatic reminders. We confirm your file is complete before any work starts, a standard we call “Ready for Prep.” Clean inputs, accurate results.
Our team gets to work
Our preparers follow a consistent process built for accuracy. We don’t just enter numbers; we look for planning opportunities like entity elections or retirement contributions. If we have questions, you get one consolidated list, not a drip of emails.
A licensed CPA reviews everything
Before anything reaches you, a licensed CPA checks it for accuracy, reasonableness and compliance, from the math to carryovers to recent law changes. You receive a results package: the outcome, a plain-English explanation of what drove it, and action items for next year.
We file and stay with you
Sign and confirm payment in the portal; we handle the rest and notify you the moment it’s accepted. You get a 15–30 day post-filing Q&A window, structured support if an IRS notice arrives, and year-round planning and quarterly estimates.
Not just a return. A results package.
Your refund or balance due, confirmed by a licensed CPA.
A plain-English explanation of what drove the numbers.
Action items to prepare for next year.
Same steps, then a monthly rhythm.
Before you switch.
It depends on the complexity of your needs. You get a clear fee range on your first call, with no surprise fees.
We use TaxDome. Upload documents securely, track project status in real time, message the team and access your files any time from any device.
Within one business day through the portal. During tax season, urgent matters are handled the same day.
After your consultation we open your portal, gather documents and build a service plan. For businesses we typically spend 30 to 60 days cleaning up and organizing before ongoing monthly service begins.
Yes. Catch-up work is common. We assess the situation, give you an honest timeline and quote, get you current, then set up systems so you stay current.
Many bookkeepers aren’t CPAs and can’t provide tax strategy or make sure your books are audit-ready. We structure your chart of accounts correctly, flag tax-saving opportunities and keep everything compliant.
Start with a 15-minute conversation.
No pressure, no jargon. You’ll leave with a clear fee range and an honest answer on whether we’re the right fit.
