First, we work with you to clarify your goals.
Next, we create a simple checklist of what we need from you.
Then we provide a method of getting it to us that is easy for you.
Next, we get busy creating custom tax preparation from your information.
Includes creating filings that are:
Specific to your goals
Simple to understand and
Helps us optimize
Tax filing is historical.
Optimization means that we study the past to affect positive change on future taxes.
This is us helping you to prepare for the next year's tax filings with even more ease.