PROFESSIONAL SERVICES
SIGNATURE RESULTS!
DIGITAL KNOWLEDGE
E-BOOK COLLECTION!
THE SIGNATURE PROCESS
SCHEDULE YOUR CONSULTATION
Start with a conversation about your tax situation. This allows us to understand what's going on and determine the best way to move forward.
COMPLETE YOUR INTAKE
You'll receive the appropriate intake form based on your service. Tax preparation clients complete a tax intake form, while tax resolution clients complete a detailed questionnaire.
SERVICES BEGINS
Once your intake is reviewed and accepted, your services begin. Everything that is needed to move forward is confirmed before any work begins.
STAY INFORMED THROUGHOUT
You'll receive updates, requests, and next steps as your case progresses so you're always informed along the way.
SCHEDULE YOUR CONSULTATION
Most clients discover us on social media, referrals or community events. No matter how you found us, your first step is to schedule a consultation here, so we can create a plan that fits your needs- credit, taxes, or document preparation services.
SECURELY SUBMIT & SIGN
You'll receive a private link to your client dashboard to upload your documents and electronically sign your engagement agreement, which outlines fees, scope of work and deliverables
WE BEGIN YOUR SERVICES
Within 3 business days, our team will review your documents, start your credit disputes, tax filings, or custom plan.
MONITOR YOUR PROGRESS
Lon in to your Client Portal anytime to see status updates, messages, actions taken, and next steps.
Credit Services
Credit services are offered on a limited basis for clients who are serious about improving their overall financial profile alongside tax strategy.
Signature Premier Services
Take Control of Your Tax Situation
Professional tax preparation and resolution services designed to help you stay compliant, resolve issues, and move forward with confidence.
Tax-Preparation
Tax Resolution
IRS Support
Receive credit & tax tips, alerts, early access and more.
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Receive credit & tax tips, alerts, early access and more.