What the Process Looks Like
We start by collecting your prior-year returns and this year’s documents, then walk through your situation before we prepare anything, so we understand what changed and what might need extra attention. Once we’ve prepared your return, we review it with you before it’s filed, not after, so you know exactly what you’re signing and why.If your situation is more involved, multiple states, a business return, a complicated year, we build in the time that takes rather than rushing it to hit a deadline.