STEP FIVE

FINALIZE AND FILE


We subject your return to a careful internal review, incorporating any actionable information developed during our review process with you. After your ‘final/final’ review, we collect your electronic signature and file your return after one, last triple check. With almost a century of experience between us, Trey and Mark make sure your tax return is done right, that you pay the least amount of tax legally possible and that you’re happy with the service you’ve received.


That’s our pitch: Experience. Service. Communication.




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The best measure of a man’s honesty isn’t his income tax return. It’s the zero adjust on his bathroom scale.
— Arthur C. Clarke