1. Book your meeting

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2. We will see your meeting request come in.  Upon acceptance, you will receive an invite to an encrypted portal.

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3. You will be prompted to sign a client intake document prior to our meeting.

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4. Your return will be started in advance of our call. 

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5. We will have our call. Don't feel like you need to have everything ready - we will work through your tax life together.

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6. You will receive a list of outstanding documents required, or, stay tuned for your finished return for signature.​