TAX SEASON IS HERE GET PREPPED WITH ELEVATE

Tax season can feel overwhelming, especially when you are trying to gather documents, stay on top of deadlines, answer intake questions, and make sure everything is filed accurately. At Elevate, our goal is to make the process as smooth, organized, and stress-free as possible.

Whether you are a business owner, individual taxpayer, or ongoing client, our tax preparation process is designed to give you clarity from start to finish. With secure technology, personalized support, and an experienced accounting team, you will always know what to expect and where you are in the process.

The Elevate Tax Process

Our tax preparation process is built to be seamless from the moment tax season begins through final e-filing.

Using our secure Canopy client portal, we manage each step in one centralized place. This helps keep communication organized, documents protected, and the entire process easy to follow.

Through the portal, clients can complete annual tax intake forms, upload requested documents, review customized checklists, sign engagement letters, communicate with our team, and stay updated as their return moves through review and filing.

Instead of sorting through scattered emails or wondering what still needs to be completed, you will have a clear place to see what is needed, what has been submitted, and what comes next.

What You Can Expect

Every client’s tax situation is different, which is why we use customized checklists and personalized support throughout the process. Our team will guide you through the documents and details needed for your return, helping you stay prepared and organized.

The Elevate process typically includes:

• Secure document requests through Canopy
• Annual tax intake completion
• Engagement letter signing
• Review by our CPA and accounting team
• Final approval and e-filing
• Ongoing communication and support along the way

Our goal is to make tax season feel less reactive and more manageable. With the right preparation, the process becomes easier, faster, and more efficient for everyone involved.

Download the Tax Prep Checklist

A successful tax season starts with preparation.

To help you get organized, we encourage you to download and review our tax prep checklist. This checklist will help you gather the key documents and information needed before your return is prepared.

Having everything ready ahead of time helps reduce delays, minimize back-and-forth communication, and give our team what we need to complete your filing accurately and efficiently.

Come Visit Us

We would love the opportunity to welcome you in, connect in person, and discuss how we can continue supporting your business.

If you are in the area, we invite you to book a meeting and come see us at our office:

26 Ridge Road
Phoenixville, PA 19460

Whether you want to talk through tax preparation, monthly accounting support, business planning, or general financial questions, our team is here to help.

Meet Our Accounting Team

We have welcomed a few new faces to the Elevate team, so we wanted to take a moment to reintroduce ourselves.

Our accounting team brings together a wide range of experience in bookkeeping, tax, accounting, financial strategy, client operations, consulting, auditing, and business advisory support.

Jayme Rose

Founder, President, & QBO ProAdvisor

Jayme leads client projects with hands-on consulting and implements best-in-class QuickBooks Online bookkeeping practices. As the founder of Elevate, she helps guide the firm’s client experience, service standards, and commitment to practical, high-quality accounting support.

Victoria Parsons, MBA

Controller

Victoria is a seasoned CFO and controller who specializes in client-focused financial strategy and planning. She supports clients with high-level financial insight, helping businesses better understand their numbers and make confident decisions.

Julie Karlick, CPA

Manager of Client Operations

Julie is a CPA with over 10 years of public accounting experience. She supports monthly clients with accounting and tax guidance, while also helping oversee client operations and ensure a smooth service experience.

Nathan Cheffy, MBA

Client Controller

Nathan is an experienced finance and accounting executive who supports both public and private companies with strategic financial guidance. He brings strong leadership and financial management experience to the clients he serves.

Zachary Hansen, CPA, CFE

Client Controller

Zachary is an accounting professional with extensive auditing and technical accounting experience, including experience with Deloitte. He supports diverse client needs with a strong foundation in audit, accounting, and financial reporting.

Elizabeth Gambardella, CFE

Client Controller

Elizabeth brings more than 10 years of consulting and corporate accounting experience to the team. She supports monthly clients with deep tax expertise and a practical understanding of business financial operations.

Silu Liu

Senior Accountant

Silu specializes in client onboarding while supporting multiple areas of the team with versatile, all-around accounting contributions. She helps create a strong foundation for new client relationships and ongoing service delivery.

Get Ready for Tax Season with Elevate

Tax season does not have to be stressful when you have the right process and the right team behind you.

At Elevate, we combine secure technology, clear communication, customized checklists, and experienced accounting support to help you move through tax preparation with confidence. From document collection to final e-filing, our team is here to keep the process organized and make sure nothing falls through the cracks.

If you are ready to get started, download the tax prep checklist, log into your Canopy client portal, or schedule a time to visit us in Phoenixville.

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