Preparing Your Taxes Shouldn’t Be a Headache

Our team makes the process simple with accurate filings, responsive communication, quick turnaround times, and fair, upfront pricing. Partner with us and take the stress out of tax season.

Our Tax Preparation Process

  • Provide your tax information through our questionnaire and securely upload the necessary documents through our client portal.

  • We'll prepare your return and review it for potential tax-saving opportunities, planning strategies, and areas for improvement before filing.

  • Once your return is complete, your CPA will provide a draft for review, answer any questions, and make any necessary updates before filing.

  • After approval, we'll guide you through the e-signature process, file the return on your behalf, and provide copies of your completed tax documents for your records.

Expected Turnaround Times

Complete File Received

OFO Service Standard

Target completion within 2 weeks

By February 15

Target completion within 2-3 weeks

Feb 16 - March 15

Best efforts; extension may be required

March 16 - April 1

Extension expected

After April 1

Target completion Oct 15

Extended Returns Received by Sept 15

No guarantee before Oct 15

After Sept 15

Frequently Asked Questions