New Client — Start Here
Lower your tax bill with secure tech and seasoned professionals. Every return includes expert review, precise e-filing, and secure record storage.
Request a Consultation (2 minutes) Call/Text 763-497-7308 See Pricing
Comfortable with the price ranges we aim for on our Pricing page? You can skip the consultation form and send your documents now: Upload or Drop Off.
Talk to a Person
New-client inquiries: Mon–Fri, 9:00–2:00. Call (763) 497-7308, press 2.
How It Works
- Submit the 2-minute consultation request (or call/text if you prefer).
- We confirm fit and provide your quote (see pricing examples).
- Send your documents — secure upload or drop off.
- We assign your preparer; they begin your return and organize your files.
- Your preparer connects by phone, email, text, Zoom, or in person if anything’s needed.
- Final sign-off, invoice/payment, and e-file.
- Year-round basic support; documents remain in your secure portal.
Policies & Fine Print
- Extensions: used when info is incomplete or near a deadline (extends time to file, not to pay).
- Payment: due at filing; returns are released to e-file after payment.
- Accuracy promise: if we cause an error, we’ll handle the amendment and cover our filing fees.
Skip the consultation form? If you’re comfortable with the ranges on our Pricing page, you can send your documents now and we’ll place you in the queue:
Upload Your Docs Drop Off Your Docs
Request a Consultation (2 minutes)
Four short steps. This form requests a consultation before submitting work for tax preparation. We’ll confirm fit and provide a quote before any preparation begins.