How it works
The tax preparation process, step by step.
No guesswork. You'll know what happens next, what you need to send, and when you'll be invoiced.
- 01
Schedule a discovery call
Don't commit to just anyone. Book a quick call with Ryan to get your questions answered and see whether he's a good fit.
- 02
Gather your financial documents
Collect your W-2s, 1099s, Schedule K-1s and any other documents reporting income.
- 03
Submit documents securely
Ryan provides a secure, encrypted online portal to submit and store your documents and correspondence.
- 04
Make your first payment
A first payment is required for work to begin. It's deducted from your total invoice once the return is prepared.
- 05
Kick back and relax
Ryan completes the forms and schedules. He may reach out to clarify details — and you can reach out any time.
- 06
Review and sign
You review the finished return before anything is filed. Returns are submitted securely through IRS e-file.
- 07
Receive copies of your filings
Once filed, Ryan sends you a copy of the finalized documents.
- 08
Make your final payment
You'll get a cost estimate up front, and the final invoice only once your tax preparation is complete.
Step one takes 15 minutes.
Book a free 15–20 minute discovery call with Ryan. Bring your questions — there's no commitment.