Our Process

A clear path from consultation to completion.

We keep each stage organized so you know what is needed and what comes next.

Book Your Consultation

Choose the service that best fits your needs and request a consultation online.

We provide guidance on the tax documents and information needed for your engagement.

Use the secure client workflow provided by Civic Stone. PortalServexa client access will be introduced as the new portal experience.

Never send sensitive tax documents through ordinary email unless specifically instructed through an approved secure method.

Your information is reviewed and your return is prepared based on the agreed service scope.

We review the completed work with you, answer questions, and complete the authorized filing steps.

Schedule your Civic Stone consultation today.