Process
Four simple steps. No jargon, no pressure, and no surprises about what happens next.
At a glance
The whole journey on one screen.
Four steps, each with a clear outcome. No surprises about what comes next.
Step 1
Reach out
Call, email or send the enquiry form. Tell us in a few lines what you need help with.
A first conversation is lined up.
Step 2
Talk it through
We discuss your situation and which service fits, whether that is personal filing, business planning, bookkeeping or payroll.
You know which service fits and what happens next.
Step 3
Share your information
We agree on what is needed and how to send it securely. Please do not put sensitive details in the enquiry form.
We have what we need to begin.
Step 4
Get the work done
We carry out the agreed service with a focus on accuracy, and keep you informed along the way.
The agreed work is complete and explained.
In detail
What happens at each step.
What we do, what we ask of you, and what you walk away with.
01
Reach out
There is no need to have everything figured out. A short description of your situation, such as a personal return, a business that needs planning, or payroll for a new employee, is enough to begin.
We do
- Read your message promptly
- Note which country or countries are involved
- Suggest a time to talk
You do
- Share a short description of your needs
- Tell us how you prefer to be contacted
- Keep sensitive numbers out of the form
02
Talk it through
We ask a few questions to understand your circumstances, including which country or countries are involved, and explain how we can help. If something is outside what we offer, we will say so.
We do
- Ask clear, practical questions
- Explain which service fits
- Be upfront about what we can and cannot do
You do
- Describe your situation as you see it
- Ask anything that worries you
- Decide whether to go ahead
03
Share your information
Once we know what is needed, we agree on an appropriate, private way for you to share documents and details. The website enquiry form is only for a first message.
We do
- List exactly what we need
- Agree a private way to share it
- Confirm what we have received
You do
- Gather the documents we list
- Send them only through the agreed channel
- Tell us if anything is missing
04
Get the work done
We carry out the agreed work carefully, check it, and walk you through the result. Questions afterwards are welcome.
We do
- Carry out the agreed service
- Check the work for accuracy
- Walk you through the result
You do
- Review what we share
- Confirm anything that needs your approval
- Keep your copies safe
Prepare
What to have ready.
Choose what fits you. We will confirm exactly what is needed once we talk.
For a personal return, these are the kinds of things that help.
- Income slips and statements from the year
- Last year's tax return, if you have it
- Receipts and records for expenses relevant to you
- Letters from a tax authority, if you received any
- A note of any life changes during the year, such as a move, a new job or a new household member
Your information
Handled with care, shared the safe way.
Tax paperwork is sensitive. Here is how we treat it.
The form is for a first message only
Use it to tell us what you need, not to send documents.
No sensitive numbers by form
Please never send Social Security or Social Insurance numbers, tax IDs, banking details or passwords through the website.
We agree a safe way to share
Before you send anything sensitive, we agree how it should be shared.
We use your details to reply
Your enquiry details are used to respond to you and for nothing else.
Working together
What you can expect, and what we ask.
A good engagement is a two-way street.
From us
- Honest advice and plain language
- A direct contact who knows your situation
- Careful, accurate work
- No promises of refunds, savings or outcomes
From you
- Information that is complete and accurate
- Documents sent through the agreed channel
- Timely answers when we need to check something
- A clear decision on the service you want
Afterwards
The work does not end with the filing.
What happens once your return, records or payroll are done.
A walk-through
We explain what has been prepared or set up, so you understand it.
Questions welcome
If something is unclear after the fact, ask. We are happy to explain.
Keep good records
We suggest what to keep and how, so next time is easier.
Plan the next step
If another service would help, we will tell you plainly, with no pressure.
Contact
Talk to a real person.
Tell us what you need help with and we will point you to the right service. No pressure, just a clear conversation.
Please do not include Social Security or Social Insurance numbers, tax IDs, banking details or tax documents in this form.