Our process
What working with us looks like
A straightforward, secure path from your first call to filing — designed so you always know what's happening and what's next.
The experience
Organized, secure, and easy to work with
Everything in one secure place
Proposals, e-signatures, document uploads, organizers, and messaging all live in your private TaxDome client portal.
Transparent, predictable billing
Engagement letters spell out scope and pricing up front, and invoices are reviewed and paid securely in the portal.
Clear deliverables and timelines
You always know what's needed, what's next, and when — no chasing, and no year-end surprises.
How we work
A clear, proven process — from first call to filing
No black boxes. Every engagement follows the same organized, secure path, so you always know what's next.
- 01
Discovery
A free consultation to understand your business. Book a call and we'll map out exactly how we can help.
- 02
Onboarding
Proposals, engagement letters, and organizers handled securely in our TaxDome client portal — upload your documents with confidence.
- 03
Bookkeeping & Review
We keep clean cloud ledgers in QuickBooks Online and run payroll through Gusto, reviewing your numbers every month.
- 04
Filing & Advisory
Accurate filing plus year-round guidance, with secure billing and deliverables — everything stays in your portal.