top of page
Untitled design (1).jpg
Untitled design (1).jpg

It's time to level up and outsource your tax prep!

We promise tax time doesn't have to be
stressful and challenging!

Preparation Investment Guide.png

✖️ Waiting weeks for your tax pro to respond to your questions
✖️ Waiting months to have your returns prepared after providing your documents
✖️ Finding mistakes or wondering if everything is accurate
✖️ Trying to figure this out on your own


✔️ 48 hour response times to any and all inquiries
✔️ 3 week preparation times
✔️ Accurate returns you can rely on
✔️ A caring team who takes the time to explain everything to you


You have questions. We have answers.

Does tax preparation include strategy and planning?

Tax preparation is just that - preparing your income tax returns accurately and timely. If you're in need of creative strategies to reduce your taxes, we recommend booking a strategy call, half VIP day or working with us on a monthly tax strategy retainer package.

What is the online portal?
Is it easy to use?

Whether you need to access your tax documents on the go, take a picture of a document on your phone or send us a message instantly, we have you covered. Our portal is secure to protect your highly sensitive information and even has an app for you to communicate with us via your mobile phone. Rest comfortably knowing you can use our online storage to keep your documents organized and secure!

What is included in tax preparation?

Our team will take care of ensuring we have all of the documents and answers we need from you to accurately prepare your returns. We make sure they are filed on time, but don't worry if you need to extend - we'll have you covered there, too!

Additional Questions? Simply reply to the video above
and a member from our team will be happy tp help you!

bottom of page