Schedule An Introductory Call: You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Understanding your Business & Finalizing Quotation: Please share your Last 2 months Bank & Credit card statements for us to give you a quote.
We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
On boarding call with Bookkeeper/Accountant: We shall give you one point of Contact who would be working as your Bookkeeper/Accountant. They will be Accessible through Zoom, Skype, WhatsApp Email and Phone
Document Submission & Quote : Send your previous year’s tax return and financial statements Via Mail.
Step 3
On boarding call with Tax Preparer & Tax Analyst: Join an onboarding call to complete the tax organizer and review financial documents.
We identify and request any missing information.