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Become a client Here is how it works.
Four simple steps from first conversation to one connected financial team.
From inquiry to onboarding
- 01 Tell us about your business
Use the form to share what you do and where you need help. No documents needed yet.
- 02 Talk through the fit
We discuss your goals, the state of your records, and which services make sense.
- 03 Engage
You receive a clear scope and sign your engagement letter electronically in our secure portal.
- 04 Onboard
We set up your TaxDome portal, gather what we need, and get to work as one connected team.
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Who we work best with
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- Owners who want one team for books, payroll, tax, and advisory
- Businesses in complex or regulated industries
- Owners whose bookkeeping has fallen behind
- Anyone facing an IRS or state tax notice
- Individuals and families with business or investment income