Our Process


Tax Preparation Quote

Our process starts with a no-cost, no obligation quote for your current year tax preparation. Please provide as much detail as possible for an accurate estimate. Click Here to Complete the Questionnaire. Keep in mind this is only an estimate and could be higher or lower depending on the actual work involved.


Documentation Gathering

We’ll need your tax documents including: W2s, 1099s, K1s, 1098s, Brokerage Statements, previous year’s tax return, and any other pertinent information. We provide a New Client Tax Organizer that will assist you in gathering the relevant documents. Once complete, you can mail or drop your documents off at our office in Plymouth, email, or upload to our secure client portal.


Tax Preparation

We go to work preparing your returns and once completed reach out to schedule your tax signing and consultation meeting.


Tax Meeting & Consultation

It’s time to meet. We walk through your tax return together, so you know exactly what is going on. We provide recommendations on any opportunities there may be to save on taxes and what those strategies entail. There are many things individuals can be doing from an income, expenses, and investment portfolio perspective that can have a meaningful impact on future taxes.


Meet your team of trusted advisors.