Take a Look
Inside Our Process
Curious how the process works from start to finish? With The Millennial CPA, you can rest easy with peace of mind that any advice you get as a client comes from an experienced human.
We’ve built a one-of-a-kind process with ease in mind.
This is our tried and true method that we find works well for the independent and busy professional or creative who wants targeted help, trusted advice, and tax continuity every year.
What Can I Expect with The Millennial CPA?
We’ve been in this industry for over a decade and we know all the hang-ups that create friction. Our streamlined process has been crafted to heavily reduce the stress of tax season.
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
FAQs
Getting Started With Us
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Complete our quick online Quote Builder. Once you accept, you'll receive our digital Engagement Letter and secure payment link. The entire process is automated for speed, but I review every new engagement personally before work begins.
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No, instead, our onboarding process is designed to answer your questions upfront. The Quote Builder and Welcome Packet provide transparent pricing, timelines, and expectations, so you’re informed before you commit.
How Our Process Works
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All client data is stored in a secure, encrypted cloud platform that meets IRS and SOC 2 security standards. Files are transmitted via a secure portal — never by email.
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No. Everything is accessible through a secure web browser link. You can complete your entire tax process from your phone or computer without extra logins or installs.
Communication & Support
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You’ll receive automated onboarding emails that guide you step-by-step through document submission, organizer completion, and portal setup. While the emails are automated, I oversee the process and jump in personally if anything needs clarification.
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No, our system allows you to submit documents as you receive them. The automation keeps track of your progress so you can see exactly what’s missing, and I can follow up quickly on anything critical.
Technology & Security
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When you’re a client, you’re prioritized. You’ll have a dedicated way to reach me directly, and in a true tax emergency, you can speak to a real human fast.
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Yes, you can schedule calls during my dedicated client office hours, or request one if something urgent comes up. Automation handles scheduling, but I’m the one on the other end of the call.
Pricing & Payments
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Prices are transparent and based on your situation. Our Quote Builder instantly calculates your total, including any add-ons for complexity. No surprise invoices.
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Yes, 50% is due when you sign the Engagement Letter, and the remaining 50% before we file your return. All payments are processed securely online.
After Your Return is Filed
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Yes, your signed return will be stored in your portal for secure, year-round access.
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Yes, if you receive an IRS notice related to a return we prepared, we’ll handle it. Additional fees may apply depending on the complexity, but I’ll review it personally before advising next steps.
Who Is The Millennial CPA?
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Your return is prepared and reviewed by The Millennial CPA, a licensed tax professional with years of experience in both individual and business taxation. My approach combines the efficiency of automated workflows with the personal attention of a hands-on advisor who cares about accuracy and your peace of mind.
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Absolutely. Proof of licensure and credentials is available upon request, and you can verify my status through the appropriate state and federal licensing databases.