Each tax return embarks on a journey with us, beginning with a crucial initial consultation. This consultation, provided at no charge, serves as the first step in assessing whether our services align with your unique needs.

Should we find a fit, our meticulous process continues. We perform a comprehensive analysis of your prior year's tax returns, pinpointing opportunities to minimize this year's tax liabilities. Streamlining your experience, our team accesses your financial data from QuickBooks Online or other bookkeeping software, simplifying the retrieval of required financial statements. Opting for Fanning CPAs for your bookkeeping further streamlines the process as we take charge of finalizing your financial statements on your behalf.

For clients seeking a deeper level of tax strategy, including quarterly projections and ongoing support throughout the year, our tax planning and consulting services are available, with detailed discussions taking place during your initial consultation.