Our Services
LET'S GET YOU TO THE RIGHT PLACE.
We have a wealth of services to assist you either way.
Onboarding
This service is for both Personal and Business taxes. An onboarding call is for new (and existing) clients who are ready to have their taxes prepared by us, but have questions about their particular situation or the tax filing process in general.
During this call, we will gather some basic information from you, explain the process and answer any questions you have. Once the call ends, we send you the link to get started.
INDIVIDUAL
Individual Tax Services
We offer a full range of tax planning and preparation strategies that keep you on track to your financial goals. Our individual tax services include but are not limited to:
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Free quotes & consultations
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Individual Tax Preparation
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Non-Resident Returns
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Retirement Planning
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Education Planning
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Strategic Tax Planning
We’ve recently updated our process to protect your information better and provide a more streamlined experience.
Existing Clients:
Your tax questionnaire is now securely housed inside your Client Portal.
👉 Access your portal here: Portal Link
If you have any trouble logging in, just give us a call — we’re happy to help!
New Clients:
We’d love to connect first. Because our services are tailored and relationship-based, we begin with a brief New Client Inquiry Call to review your needs, walk you through our process, and ensure we’re a great fit.
📞 Call us at 470-355-9139 or 📅 Schedule your New Client Inquiry by clicking the button below.
We look forward to working with you!
INDIVIDUAL
Paycheck Checkup
It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.
A Paycheck Checkup can help you see if you’re withholding the right amount of tax from your paycheck. Too little could mean an unexpected tax bill or penalty.
