How it works
1. Click here to fill out our tax information sheet. You must also confirm your email address before the document will be sent to us.
2. We will send you a link via email to upload documents to our secure server.
3. Our professional preparers will communicate via email or phone call (your preference), letting you know any additional questions or documents we may need.
4. Once the taxes are prepared, and we've answered any questions you may have, you sign via e-signature and we take care of the rest.