Work With Us
Enroll Now
Enroll before November, 15, 2022 for the 2022 Tax Season for discounted rate and by January 1, 2023 to be considered for our packages.*
*No proration
Enroll Now
Interested in working with me?
Click the link below to sign up on our portal. You’ll then go through our 3 step enrollment process:
How to Enroll:
Complete the Questionnaire
After you sign up on the portal and selct “Yes” to work with us, you’ll fill out a short questionnaire based on your business and needs so we can determine the most effective service for you.
Meet Margaret
Meet with Margaret in a 15-minute call to answer any questions so you are ready to work with us!
Get Started
Let’s get started! You’ll receive your link to our customized portal and schedule a call to review the process of sending your information, how to use the portal and confirm expectations to set you up for success.
