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A Simple and Secure Process
A Simple and Secure Process
Our Online tax preparation process is designed to be clear, secure, and easy to follow from start to finish.
Step 1: Complete the Intake Form
Step 1: Complete the Intake Form
Start by completing our short intake form so we can review your tax situation.
Step 2: Upload Your Documents Securely
Step 2: Upload Your Documents Securely
After reviewing your intake, we will send secure upload instructions for your documents.
● Upload Driver’s License / Photo ID
● Upload Direct Deposit Verification
● Upload tax documents (W-2, etc.)
● Provide any additional required information
Step 3: We prepare Your Return
Step 3: We prepare Your Return
Once we review all required documents, we will prepare your return.
After your return is prepared, We’ll contact you to schedule a quick review call to confirm your return details before filing.
Step 4: Approval & E-file
Step 4: Approval & E-file
After you review and sign your return, we electronically file it and send confirmation once accepted.
Security Notice
Security Notice
Sensitive tax documents are collected only through a secure client portal. Please do not upload documents through this website or email.
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