Your Roadmap
The Complete Client Guide
When you sign up, you receive access to our step-by-step client guide. It covers exactly what to do, when to do it, and what to expect at every stage — from onboarding through filing.
Open the Client Guide →You will receive a personal copy when you complete the engagement letter.
New Client? Follow These Steps.
-
Complete the Engagement Letter
First things first — fill out and sign the engagement letter via DocuSign. This establishes our working relationship and sets expectations. Complete it here →
-
Book Your Initial Consultation ($100)
Schedule a 30-minute consultation so we can learn about your tax situation and explain how we can help. Book your time slot →
-
Receive Your Personal Copy of the Guide
Once you're signed up, we'll send you your own copy of the Client Guide — your complete roadmap for what to do at every step of the process.
-
Gather Your Documents
We'll tell you exactly what we need — generally W-2s, 1099s, last year's return, and any relevant financial records. Your portal will guide you through uploading everything securely.
-
Log In to the Client Portal
Use the client portal to upload documents, review your return, and communicate with our team. Access the portal →
-
Need to Sign Your Return?
We've made a video walkthrough to guide you through signing your completed return. Watch the video →
Still Have Questions?
We're happy to help. Reach out directly: