Now Let’s Get Down to Business: Tax Preparation


Welcome aboard!

In the next business day, you should be receiving an invitation to our client portal (Centurion) as well as a comprehensive information request.

In the meantime, you may get started on our information intake sheet and checklist here (click here).

NOTE: Once completed, please save this file and upload to your client portal once you have received your invitation.

For A (Relatively) Brief Overview of Our Tax Return Process Watch the Below Video