Our Process
Schedule Intake Call
During this free intake call, we will walk you through our process and pricing. If you decide to move forward, we quickly begin the onboarding process.
Secure Digital Onboarding
You will get access to our secure client portal to easily share documents anywhere, on your own schedule.
Firm Review & Strategy
We deep-dive into your documents to build returns for your review and approval. We partner with our clients on their tax strategy needs.
What We Are
Tax Preparation
We support individual and business tax preparation.
Tax Planning and Consultation
We partner with clients on tax strategies through tax planning and consultation services.
Financial Business Support
We support businesses with bookkeeping, strategic consulting, and fractional CFO services.
What We Are NOT
Drop In Tax Prep
We are not a seasonal tax retail storefront. We don't take unvetted walk-ins, ensuring every client receives dedicated, multi-layer professional reviews.
Free Advice
We do not offer casual, off-the-cuff tax advice. High-level tax strategy requires accurate data, which we handle through formal engagements and consultation.
Help Desk for Questions
We are unable to support individual tax prep through other Ramsey tax prep software services.
