Tax Portal

 How it works

1. Fill out and e-sign our  Portal information sheet.

2. 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.

3. Our preparers work on your return and email you with questions.

4. Once your return is done, we email you e-signature pages and payment forms.

5. When those are completed, we email you a link to download a copy of your return and we take care of the rest.