From first email to filed return in five clear steps.
The same sequence we use for every engagement, tightened every year. Predictable timing, predictable scope, predictable price.
Discovery call
A 15-minute video call. We listen first, then describe scope, timing, and a flat fee. You leave with clarity — engage us or don't.
Engagement & portal
Electronic engagement letter and §7216 consent. Your encrypted client portal opens within the hour with a personalized document organizer.
Preparation
Your named advisor drafts the return. Every position is keyed to IRS authority in our workpapers before the draft goes to review.
Review call
Screen-share walkthrough of the return. Planning notes for next year go into the file. Nothing is filed until you're satisfied.
Sign & file
E-signature via the portal. Direct e-file with IRS and state. Confirmation and archived copy in the portal, available any time.
What to expect, week by week.
Most individual returns are signed and filed within 10 business days of receiving complete documents. Business and complex returns run two to four weeks depending on scope.
Week 1 · Intake
Discovery call, engagement, portal, and organizer. Documents flow in. We flag gaps quickly so you don't wait on us at the end.
Week 2 · Drafting
Return drafted against workpapers. Second-partner review runs in parallel on complex files. Planning notes for next year drafted.
Week 2–3 · Review call
Screen-share, question window, planning notes discussed. Changes made live or within 24 hours.
Week 3 · Signed & filed
E-signature, e-file, acceptance confirmation. Archived copy and IRS-acceptance PDF permanently available in your portal.
How your information is protected.
Your documents never leave the encrypted client portal. We do not accept tax documents via email. Partner and advisor access is logged. Every engagement includes written §7216 consent before any use of your information outside of the return itself.
- TLS 1.3 in transit, AES-256 at rest
- Role-based access, MFA required
- Signed §7216 consent before any cross-use
- Annual WISP (Written Information Security Plan) review
- CIPP-led privacy and data governance
Start with a discovery call.
Fifteen minutes. You leave with scope, price, and timing. Or a clear no.