Get In Touch
Working with us is simple and efficient. First, schedule your initial consultation by clicking the "Schedule Initial Consultation" link on our website. Fill out a brief form with your basic information and choose a convenient time for a call. During the consultation, Kevin or Joadens—or both—will connect with you to learn more about your tax situation and goals.
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​After the consultation, you’ll download our Client Questionnaire to provide more detailed information. Once completed, upload the questionnaire securely through our client portal. This step ensures we have everything we need to tailor our services specifically to your needs.
Next, we’ll create a personalized service package just for you. This package includes a clear, transparent quote based on the complexity of your situation and the services required. Along with the quote, you’ll receive a Contract Agreement outlining our commitment to you.
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Finally, if everything looks good, sign the agreement, and we’ll get to work. From start to finish, we’re here to make the process seamless, so you can focus on what matters most while we handle the rest.