Engagement Agreement Submitted

Your engagement agreement has been successfully submitted. We are super excited!

What are your next steps? Good question… the buttons below will take you to our Getting Started step-by-step to-do list (ie, tax chores). Here is a quick summary-

1. You send us your tax stuff.
2. We look it over without the over-the-readers condescension, and ask questions if necessary.
3. We prepare a tax return, maximizing deductions and credits, and minimizing taxable income.
4. You look it over and ask questions if necessary (email, phone or in-person).
5. You tell us to file.

There are few more details of course… here we go!

Here are checklists and resources for preparation of your tax returns-

Here are checklists and resources for preparation of your tax returns-

Wanna chat? Let’s do it! Please call us at 719-387-9800 and we’ll talk through all the next steps and help you understand the process.