Tell us your situation
Use the checklist so we can guide you with the right next steps.
New Client Onboarding
Start Securely
This is a simple guided flow. We help you choose the right path, then move you into secure portal onboarding.
No tax documents through regular email
Step 1
Step 2
Choose how to begin
Pick onboarding deposit or a consultation based on what feels right.
Step 3
Create your secure account
After payment, continue to portal signup with your private link.
Sound Familiar?
Did any of these happen
last year?
Check anything that applies to you. We use this to build a personalized checklist and a smoother first appointment.
0situations selected
Check any situations above that applied to your last tax year.
✓ We’ll tailor your checklist for you
✓ You can skip anything that doesn’t apply
✓ We review everything again with you if needed
This is the same checklist we use in client calls. Take your time — there are no wrong answers.
How this works now
Start with the checklist above, then choose your preferred start option. After Stripe confirms, continue to signup from the confirmation page.