How we work
Four steps every year, and four rules we keep.
Four steps, the same every year
Whether it is one return or a company’s books, the work runs in this order.
1
A first meeting
Thirty minutes, at the office or by video, at no charge. We look at what you have and which dates are yours.
2
A fixed quote in writing
The work, the fee and the dates. If something changes later, we tell you before we do more.
3
You send your records
Through a secure upload link, by post or at the front desk. We ask questions in one list, not one by one.
4
You check and sign
We go through every return with you. Nothing is filed until you have read it and signed.
How we work
A fixed fee before we start
You sign a quote with the work, the fee and the dates. No hourly surprises.
You see every return first
We go through each return with you and file it only after you have signed.
One person who knows your file
The same person prepares your work every year and answers your questions.
Answers in writing
After every meeting you get a short note of what we discussed and what happens next.
Talk it through first
A first meeting takes 30 minutes, at the office or by video, and costs nothing. Bring your last return and any letters.