All About Us
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The Millennial CPA was built for modern self-starters — freelancers, contractors, and business owners who expect more from their tax professional.
You want:
✔️ Streamlined Simplicity
✔️ Total Transparency
✔️ Useful Technology
✔️ All paired with a real live expert who’s there when “ish” hits the fan and you need them most.That’s us.
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We pair smart automation with real human expertise, starting with our Quote Builder and extending out through every aspect of our client/provider relationship. That means:
Everything is remote — Upload, sign, and get support from anywhere. Once you’re a client, log in to the Client Portal to engage in the tax prep process, or communicate with The Millennial CPA directly, anytime.
No phone tag — Just streamlined communication via secure portal and email.
Structured Guidance — Gone are the days of asking yourself what tax forms you should be watching out for this year, or where in the software to enter which form. When you become a client, our custom onboarding experience will walk you through everything you need to do and more — simply sit back and wait for our email prompts, or download the portal app and check in whenever.
Real people — Not just number-crunching or one-and-done tax prep, but forward-thinking tax guidance and hand-holding when you need it most.
No need to choose anymore between a knowledgeable CPA and a 21st century process - with The Millennial CPA you’re signing up for both.
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The Millennial CPA was built for:
Freelancers & 1099 workers
Startup founders & consultants
Self-employed creatives
Couples running side hustles together
Anyone sick of using TurboTax but unsure where to turn
If you want a one-stop-shop to get your tax life in order — and keep it that way — you’re in the right place.
Whether you're growing your business, managing multiple income streams, or just trying to make tax season painless, we’re here to help you do it better. Check out our transparent pricing, or take a walk through our Quote Builder for a free, expert quote on what we can provide.
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We believe that technology is best paired with human expertise. That’s why we built and developed the Quote Builder - it’s like a custom onboarding call with an accountant but instant, fast, obligation-free, and no pesky phone calls involved.
Quote building is just the beginning of your journey. At The Millennial CPA, we treat you to a premium and seamless tax preparation experience, every step of the way. Centralize all your questions and documents into one convenient shared client portal. Rest easy with peace of mind that any advice you get as a client comes from and is vetted by a licensed CPA.
See our FAQ to learn more about what to expect when you become a client.
🚀 Our Process & Why It’s Different
Q: How does the process work from start to finish?
We’ve built a simple process that we find works well for the independent and busy professional or creative who wants targeted help, trusted advice, and tax continuity year after year.
Start with the Quote Builder – Get transparent, personalized pricing in minutes. No sales calls, no surprises.
Review Your Custom Proposal – We’ll send over a detailed engagement letter that outlines exactly what we’ll handle for you.
Sign & Pay Retainer – A 50% deposit locks in your spot. The final 50% is due before filing.
Onboard via Secure Portal – You’ll upload tax docs, track progress, and securely e-sign everything in one place.
Sit Back While We Work – We’ll handle prep, review, and filing—and reach out only when needed. No hand-holding required.
You're Done – You’ll receive a final deliverable, helpful tips for next year, and peace of mind.
Q: What makes this different from other CPAs or tax platforms?
Most firms are either:
Too slow and old-school (endless email chains, surprise fees), or
Too impersonal and robotic (AI “advisors,” outsourced prep, no real strategy).
We combine the best of both worlds:
✅ Real expertise
✅ Clear, upfront pricing
✅ Secure modern tech
✅ Efficient workflows that respect your time
Q: What if I have questions along the way?
You’ll never be ghosted. Our portal includes secure messaging for clients, we send proactive updates, and you can always reach out if something needs clarification. We're here when you need us — guaranteed.