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
Inquiry
This is an important step and it allows us to collect necessary information.
Step 2
Submission
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 INQUIRE
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 form automatically and the process will be delayed.
The questionnaire is very simple and straight forward. We appreciate you taking the time to complete it.