Lets Get Started
FOLLOW THESE 3 EASY STEPS
STEP 1 Complete the appropriate forms below.
New clients select sign documents under the new client forms.
Returning clients select sign documents under the returning clients forms.
New Client Forms Sign Document
Returning Client Forms
STEP 2 Confirm your document.
You will receive an email after your submission where you will be asked to confirm your document.
You will receive an email with the executed document upon completion.
STEP 3 Upload your tax documents.
Fill out the info below to upload your documents. If you don't have a company enter n/a.
Upload your tax documents that need to be included on the tax return.
ID's, social security cards, W2's, 1099's, etc.
We'll be in touch.
We will contact you AFTER you have completed steps 1 - 3 to discuss your tax return.
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