Thank You for Choosing Us for Your Tax Planning Needs!
Now that you’ve sent us your request, we will create your account in our secure portal within the next 24-hours. Once you receive a portal invite, you can set up a password, e-sign our engagement letter, complete our digital questionnaire, and begin uploading your tax documents (if you’re not dropping them off at one of our drop off centers).
Completing Your Tax Planning with Us is Easy as 1-2-3
STEP 1:
Answer some questions about yourself and we’ll get to work.
STEP 2:
Meet with your tax attorney to review your tax plan online.
STEP 3:
Begin implementation of your new tax reduction plan.
Have questions? Call 214-800-2377 or schedule a call HERE.