Welcome, Leelyn Smith.
Transitions can be tough. We're here to make it easy.
Tax season doesn’t have to be stressful. At Journey Advisors & CPAs, we utilize a Tax Reservation System to make the process clear, organized, and predictable for you. Our Tax Reservation System allows you to book a specific date by which your tax documents must be uploaded to your secure, personal tax portal. We then will prepare your return within three weeks of your tax reservation.
Traditional tax season often leads to last-minute rushes, unclear timelines, and unnecessary stress. Our reservation system eliminates that by giving you a defined schedule and helping our team work in a more focused, efficient way.
This system is a win-win: you enjoy peace of mind, and we deliver exceptional service without the chaos of crunch time.
To review a step-by-step breakdown of our process, visit our Tax Season 2026 webpage.
Getting started
To make your transition as smooth as possible, we will gather initial information directly from Leelyn Smith to better understand your tax needs. Additionally, we have agreed to honor your 2024 filing fees for comparable services. We may pay a referral fee to certain third parties who refer clients to our firm. This fee is paid by us and does not increase the amount you pay for our services. We disclose this arrangement in the interest of transparency. You are not obligated to engage our firm and may select any provider of your choice.
To kick-off the process, please complete the brief survey below through which you will provide your contact information as well as your authorization for Leelyn Smith to share your prior scope of work and pricing details with us.
Once we review your responses, we’ll follow up with the scope and pricing for your 2025 tax filings.
