A structured virtual CPA process
1. Start with the fit check
New clients complete a brief intake form so we can understand your needs, entity structure, deadlines, and whether the engagement is a good fit.
2. Engage through the secure portal
If accepted, you receive a proposal, engagement letter, invoice, and onboarding checklist through the client portal.
3. Upload documents securely
Tax documents, business records, signed forms, and deliverables are handled through the secure portal — not regular email.
4. Preparation, review, and planning
Tax returns are prepared using professional tax software, with advisory and projection work supported by dedicated tax planning tools when appropriate.
5. Delivery and filing
Final deliverables, signature requests, payment steps, and filing confirmations are handled through the portal.
How communication works
To keep work organized and secure, the firm uses a portal-first communication model.
Secure portal:
Used for tax documents, organizers, engagement letters, signatures, payments, return delivery, and sensitive communication.
Email:
Used for general updates, summaries, scheduling notices, and non-sensitive administrative communication.
Phone:
Calls are handled by appointment or routed through the firm’s receptionist system. This allows us to keep client work moving without constant interruptions.