Tax Portal
How it works
- Fill out and e-sign our Portal Information Sheet
- Once we receive the sheet, we will email you a link to upload your documents (this step is not automated so there may be a delay). You can send pictures or pdfs of your documentation. If you are a new customer we also would like a picture of your ID.
- Our preparers work on your return and email you with questions.
- Once your return is done, we email you e-signature pages and payment forms.
- When those are completed, we email you a link to download a copy of your return and we take care of the rest.