Work on laptop

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. 

 

Once you create the account, you will immediately receive a link to our Client Application.

We look forward to meeting 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.