Our Process

Without a proven methodology, you’re rolling the dice.

Michael Kennedy

Our Process

Work with Accolade Accounting and be confident that you paid only the taxes you owe and not a penny more.

Our simplified and time-proven process will ensure we find every deduction available to you in the current year, find deductions you may have missed in previous years, and give you guidance to grow on into the future. 

PROCESS STEPS

Our simple four step process. Mouse-over each step for details.
Call Us

STEP #1

Give Us a Call

A member of our team will discuss some preliminary questions to identify your specific needs and gather essential information to start the process.

Upload Documents

STEP #2

Upload Documents Safely

Securely and quickly transfer your documents from any device to an exclusive Vault. Located in the cloud with bank-level AES-256-bit encryption allow you to upload documents for analysis and record-keeping.

Inspect Taxes

STEP #3

Inspect Tax Deductions

We comb through every bit of information to find tax deductions identify tax write-offs that you missed. Next, put together an actionable plan for you to keep more of your money.  (usually 3-5 days)

Execute Your Plan

STEP #4

Implement Your Tax Plan

We review our findings with you and allow you to pick our brains. You walk away confident that you have received the best individual tax advice or small business tax advice from a CPA. Congrats!

Want to learn more?

Feel free to give us a call or drop an email learn more about Accolade Accounting and our service offerings.