• Essence Tax Client Tax Filing Process

    Your step-by-step guide to a smooth tax filing experience.
  • Welcome to Essence Tax

  • 100% virtual appointments
  • 1. Download Taxes To Go

  • Downloading your documents into the Taxes To Go app.

    Click here to open the PDF

    iPhone: Download on the App Store
    Android: Download on Google Play
  • 3. Notify Essence Tax

  • Tax document upload illustration
  • 4. Allow Time for Document Review

    Please allow at least 48 hours for ESSENCE Taxes to contact you back.
  • 5. Tax Preparation

    Once all required tax documents have been submitted through Taxes To Go, your return will be reviewed and prepared. After your tax return has been prepared, a preliminary refund or tax balance estimate will be sent to you via text message or email, depending on how you initially provided your contact information. Please review your estimate carefully and respond within 48 hours to confirm receipt. If any additional information or clarification is needed, Essence Tax will contact you. Please note, your estimate is not a guarantee of your final refund or tax liability. Final amounts are subject to review, applicable tax laws, and IRS/state processing.
  • 6. Review, Approve, and File

    Once your preliminary tax estimate has been sent over via text or email, you will have 48 hours to review and respond with your approval so we can proceed with the next steps towards filing your tax return. If we do not receive a response within 48 hours, your return may be delayed as we cannot move forward with filing until we receive your confirmation and required authorization. Please keep an eye on your text messages and email to avoid unnecessary delays.
  • Thank you for choosing Essence Tax

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