Working Together
How We Work
A clear, considered process. This page is informational — it describes how the practice operates and is not an offer of services or a solicitation.
A clear, considered process. This page is informational — it describes how the practice operates and is not an offer of services or a solicitation.
Understanding fit before any engagement begins.
The onboarding sequence once an engagement is confirmed.
The annual rhythm for returning relationships.
A brief inquiry through the Request a Meeting page and a short conversation to understand scope and fit — in both directions. Request a Meeting →
The engagement letter is reviewed and signed within Intuit Link, defining the scope of work before documents are exchanged.
Initial documents (W-2s, 1099s, prior-year returns) and intake questions are completed in Intuit Link; the SmartVault portal is used for ongoing secure exchange throughout the year.
The return is prepared from the information provided; questions are handled by email as they arise.
Your return is provided for review.
Returns are e-signed via DocuSign through ProConnect, authorizing e-file. Once filed and accepted, a client copy is archived in SmartVault for ongoing access.
This page describes the practice's standard workflow for reference only and does not constitute an offer of services or a solicitation.