At Maple Row Tax & Bookkeeping LLC, we’ve designed a simple, secure, and personalized process to help you every step of the way. Here’s how it works:

Step 1: 📬 Get in Touch with us

Reach out to us through our Contact Form, email, phone, or by booking a service. We’ll answer any initial questions you have and guide you toward the service that best fits your needs.

Step 2: ✅ Complete Your Client Intake

After you reach out, we’ll send you our Client Intake Form and Consent Form to complete. This step helps us gather all the necessary information to serve you quickly and accurately.

Step 3: 📁 Submit Your Documents Securely

Using our secure upload link, sent to you via our customer support email, you’ll submit your documents directly to us. Ensure that you add support@maplerowtax.com to your allowed contacts list to avoid our messages being filtered to spam. We take security seriously; your information is protected every step of the way.

Step 4: 📋Review and Confirm

Once we review your documents, we’ll reach out if anything else is needed. When everything is ready, we’ll send your invoice, along with a secure payment link. Full payment is required before we submit to the IRS.

Step 5: 🧾Final Review and Submission

Before we file or finalize anything, you’ll have a chance to review your documents. Once you approve, we submit your return or complete bookkeeping, and provide you with copies for your records.

🪴Ongoing Support:

Even after your project is complete, we’re here for you. We offer follow-up services, reminders for future deadlines, and continued support year after year.