CPA-supervised • Secure • Transparent
How we work
A rigorous, documented workflow under CPA supervision with secure handling of your information at every step.
Our 6-step CPA process
1) Intake & engagement
We confirm scope and price and issue an engagement letter.
2) Secure upload
Upload W-2s, 1099s, IDs, and prior returns via encrypted portal.
3) Preparation
Our preparers draft your return with supporting workpapers.
4) CPA quality review
A CPA checks for accuracy, compliance, and tax-saving opportunities.
5) Client review & e-sign
You review, ask questions, and e-sign securely.
6) E-file & confirmation
We e-file and provide acceptance confirmations.
Professional standards & disclosures
Disclaimer: This page provides general information. All engagements are governed by our Engagement Terms.
Circular 230 disclosure: Any U.S. tax advice herein is not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal tax penalties.