Become a Client
To become a client, scroll to the bottom of this page, choose between an office or virtual consultation, and schedule your appointment online. Before you get there, familiarize yourself with our engagement process, fees, and how to prepare.
Not new? Returning clients GO HERE.
Engagement Process
About Fees
We charge a fee for initial consultations. More information about fees, payments, and availability can be found when making an appointment online.
Fixed-Fee Invoices
We do not provide estimates; per se. Instead, we put in the effort to review your documents, determine your filing requirements, and list those forms, schedules, and services on a fixed-fee invoice.
For example, fees for tax preparation are based on the forms & statements we prepare, the tax Documents analyzed or reported, and the research & calculations required.
Invoices are offered under no obligation, payable upfront, and void after 24 hours.
Initial Consultation
All our services start with an initial, one-on-one, consultation. Depending on where you are in the world, both in-person and video consultations are available. For those unable to visit our headquarters in Huntington Beach, we stream from our newly constructed virtual office.
What To Expect
During your consultation, we will focus on gathering the information needed to prepare your tax return. For you, it’s also a great time to try us out, with less financial commitment, before choosing to becoming a long-term client.
How to Prepare
Tax preparation is a team sport that requires all players do their part. For clients, this includes collecting documents and delivering them to us in a timely manner. TaxSheets™ are the tools we created to help you do just that; starting with the General Tax Organizer.
CHOOSE APPOINTMENT TYPE
Not new? Returning clients GO HERE.