Tax Prep Priority Service

It's not a secret that tax preparers are BUSY during tax season......... many are not taking new clients at all. We take on only a few each year to ensure that we can continue to go over and above for the clients we DO have.

When you submit a non-refundable down payment of $250 towards your tax preparation, we'll send a link to create your secure client portal so that you can upload your prior year return. We'll review it for potential missed deductions and work with you to ensure the lowest possible (legal) tax liability for the current year.

Our tax preparation includes quarterly consulting meetings to identify and implement tax strategies ~ some of our clients have saved thousands!