A Clear, Simple Process For Your Financial Foundation
Your financials shouldn’t feel confusing or overwhelming. Cornerstone Tax & Accounting makes the process straightforward and transparent, with services built around around you and your family.
It’s awesome working with Nick. Cornerstone Tax & Accounting cares about their clients and is in business to help folks.
Vanessa Kochanzhi
Follow the Journey from Start to Success
Our Process
FREE INTRO CALL
We start with a conversation to understand your needs and how we can help you.
PRICING & AGREEMENT
We'll guide you through our onboarding with a clear price and scope of work
DOCUMENT COLLECTION
Quickly and seamlessly upload your documents right through our online portal.
WE GET TO WORK
This is where our work begins. We'll maximize your tax savings and keep you in the loop.
DELIVERY & SUPPORT
We deliver your financials, then ensure you understand your situation.
A Efficient Process to Help Our Clients Be Successful
Real-time Project Tracking
Stay in the loop with clear, real-time updates on the status of your work and get immediate alerts so you know what needs attention and when.
100% Secure Document Access
Upload your tax documents easily and access completed files anytime. Your sensitive information is safely stored in our secure portal available 24/7.
Simple Payment & Communication
Fast, organized communication and hassle-free invoice payments made simple. We provide verbal and visual communication to ensure you understand your finances.
24/7
Online Communication
100%
SSL Proteced Site
5.0/5.0
Rated by Past Clients
Services & Pricing
Transparent Pricing Designed For Success
We believe in being honest and upfront. With Cornerstone Tax & Accounting, you will always know what you're paying for. We talk with you first to understand your needs and give you a clear price before any work begins. No surprises, ever.
"Nick does great work. He’s easy to reach and makes things clear and easy to understand. Tax season now feels simple and stress-free. We’re glad we chose Cornerstone Tax & Accounting for our family."
Joseph Pukasenko, Remodeling Contractor
Ready to Schedule a Call?
Ready to talk? Schedule your free chat to learn how we can help you save money on your tax and accounting needs.
