A cowboy riding a brown horse through a grassy field with a herd of cattle in the background.

Our Process

Learn more about our process below.  

Before we begin, we review the prior three years' tax returns, define your tax goals, and tailor three pricing options that cater to what you value most. 

1

The foundation to a good tax strategy and tax preparation is accurate bookkeeping. We work with Ambrook and QuickBooks Online clients. We offer 1:1 support, showing you the ropes of either software, so you are set up for success.

2

We can then check in on your work every 3-6 months (when you aren't calving, shipping stockers, planting, harvesting, etc), depending on the solution that best fits your operation.

3

Complete an Interest Form