LET'S WORK TOGETHER
THE PROCESS
Working together starts with a short inquiry. This helps us understand what you're looking for and how our services can best support your needs.
Step 1
Create a Secure Account
This allows us to collect necessary information.
Step 2
Tell Us
About Yourself
Give us a picture of your current situation.
We'll Be
in Touch
We'll follow up with next steps.
Step 3
IMPORTANT
To get started, sign up for an account in our secure client portal.
Answer the question "Are you interested in working with The Tax Shack?" with a Yes.
Once created, you should immediately receive an email link to our Client Inquiry Form.
You can also access it directly within the portal, but may need to refresh.
We look forward to learning more about 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.