• START HERE: CHOOSE YOUR PATHWAY

  • Securely share your information and documents so we can prepare your return accurately and maximize your refund. Completing this intake will take between 5-15 min for a basic tax return and for a more complex tax return this intake will take between 20-45 min


    To make sure we collect only the information that applies to you, please select the type of return you need below.

    Based on your choice, our system will guide you to the correct intake form:

    Individual Return – W-2s, 1099s, dependents, etc.
    Individual + Schedule C – Sole proprietors / self-employed.
    Business Return Only – Corporations, S-Corps, Partnerships (redirected to a separate intake).
    Individual + Business Return – Corporations, S-Corps, Partnerships and individual return (redirected to a separate intake).


    Once you select your option, you’ll automatically be directed down the right path.

  • Business Return Redirect


    You selected Business Return Only or Business Return + Personal.

    To complete your intake, you will now be redirected to our Business Income Tax Intake Form.


    Please click Submit below to continue.

    ⚠️ Note: You will not enter any individual or household information here. The next form is designed specifically for business returns.

  • Consultation Request


    You selected "Consultation Request"

    To complete your schedule your consultation, you will now be redirected to our consultation request form.


    Please click Submit below to continue.

    ⚠️ Note: You will not enter any individual or household information here. The next form is designed specifically for your return type.

  • Individul/ Schedule C Return Redirect


    You selected Individul Return or Schedule C Return.

    To complete your intake, you will now be redirected to our Business Income Tax Intake Form.


    Please click Submit below to continue.

    ⚠️ Note: You will not enter any individual or household information here. The next form is designed specifically for your return type.

  • Tax Planning Redirect


    You selected Tax Planning.

    To complete your intake, you will now be redirected to our Tax Planning Intake Form.


    Please click Submit below to continue.

    ⚠️ Note: You will not enter any information here. The next form is designed specifically for your request type.

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