Your dedicated Domain Advisor will coordinate everything in order to have your taxes filed.

Our powerful tax preparation engine will walk you through a series of questions designed to collect the relevant information needed to file your taxes. These questions and the related documents we’ll ask you to upload, are designed to streamline the process, while ensuring we take advantage of available deductions to reduce your tax bill.

Once we’ve collected the necessary information, your Domain Advisor will work directly with a dedicated team of Certified Public Accountants (CPAs), each with at least ten years of experience in tax preparation, to ensure everything is handled for you so that your taxes are prepared and filed. Our goal is to make this process as simple and as seamless as possible.

For many clients, this is a “one and done” process, which means that once you’ve answered our questions and uploaded the necessary documents, your return will be prepared, sent to you for review and signature and then filed on your behalf.

For those clients with more complicated returns, your dedicated Domain Advisor will coordinate any questions that need to be worked through with our team of CPAs, ensuring this process is as hassle free as possible.

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