How it works

From first call to done, in four steps

Free, 20 minutes, at our office or by video.

Services, price and what we need from you, in writing.

Sign your engagement letter online and get your secure portal invite.

A short checklist and the names of your team.

Your portal, in your language

English, 繁體中文 or 简体中文. Upload from your phone, see what's missing, message your team, and sign.

IRS letter received12 sec ago

2 pages · sent from the client's phone

In reviewYour team is reading it

CPA reviewed Reply ready to sign

“We'll respond for you. You'll sign the reply in your portal.”

We still need 1 thingAugust credit card statement · due Sep 30