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Getting Started - Individual Taxes

Reserve your spot for 2023 (to prepare your 2022 taxes) by doing the following by March 15th, 2023.

1) ESign the Tax Engagement Agreement (Click here to complete)

2) Pay your 50% retainer. (Estimates with links to pay sent by email)

This helps us plan our workload capacity for 2022 and serve you better. Thank you for your cooperation!



Please complete all onboarding steps listed below no later than the following dates or we cannot guarantee a filing by the respective deadline:

   March 5th – For the April 15th tax deadline

   May 1st – For the June 15th Deadline for Overseas Filers

   July 31st – For the October 15th Extension Deadline

If all steps are not completed by July 31st we reserve the right to cancel this engagement and refund your paid retainer less merchant processing fees (if applicable).

Exceptions will be made only for documents not issued yet (for example, Forms K1 not issued or a foreign tax return waiting to be filed).


We will only start on your return(s) once all the steps below have been completed.