Tax Prep Process: Two Easy Steps
PRE-ONBOARDING: CONSULTATION
If you would like to speak with us before filing, you may contact your preferred Tax Pro.
Due to the complexity of current tax laws, we do not provide free estimates.
STEP 1: COMPLETE THE INTAKE FORM
Go through the intake form below to start the tax prep process. You may complete it from home.
Consultations are optional and can be done by Zoom, in person, or by phone with your Tax Pro.
STEP 2: SIGN RETURN
We will notify you by email when your return is ready for review and signature.
Please review each page and ask any questions before signing.
After filing, we will notify you once it has been accepted or rejected.
If rejected, we will reach out by text and email to get it corrected and resubmitted.