Our Process—What Sets The Millennial CPA Apart

We’ve been in this industry well 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.

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1: Start with Smart Intake

Get transparent, personalized pricing in minutes. No sales calls, no surprises.

2: Review Custom Proposal

We’ll send over a detailed proposal that outlines everything we’ll provide.

3: Sign & Pay Retainer

Review our proposal and terms, and pay upfront to secure your spot.

4: Onboard via Secure Portal

You’ll upload tax docs, track progress, and securely e-sign everything in one place.

5: Sit Back While We Work

We’ll handle prep, review, and filing - and reach out only when needed. No hand-holding required.

6: The Finish Line

Digital tax return delivery, helpful tips for next year, and peace of mind.

If you’re already a client, this workflow helps everything stay predictable and well-organized. If you’re new here, this is exactly how we handle your tax work from first contact to filing.