LET'S WORK TOGETHER
THE PROCESS
We are very happy that you are interested in working with us,
but let's make sure our services align with your needs.
Step 1
Complete the Application
This is an important step and it allows us to collect necessary information.
Step 2
Application
Review
Once we receive the form, we'll review it to figure out how we can best support you.
Schedule
A Chat
We will schedule a chat to confirm your needs and discuss engagement.
Step 3
HOW TO APPLY
To get started, sign up for an account in my secure client portal.
Answer the question "Are you interested in working with The Tax Shack?" with a Yes.
We look forward to speaking with you.
SPECIAL NOTES: If you do not answer the sign-up question with a Yes,
you will not receive the client application automatically and the process will be delayed.
The application is very simple and straight forward. We appreciate you taking the time to complete it.
It is not available in our office in print format and we are not taking meetings without an application.