STEPS TO SUCCESSFUL TAX PREP

Let's work on collecting your tax documents. 

 

Below is a list of steps to notify us you are ready to start!

01

Download the
tax organizer

Complete the Tax Organizer!

This information provides the preparer about your tax year to see if there are any tax credits available to you.

02

Upload your documents

Upload all your tax your documents into your client portal. If you prefer email, we can send you an encrypted email to reply back to.

03

complete ready to start survey

Tell our team you are ready to start!

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