Welcome Back!
It's Tax Time!
We hope you had a fantastic year! We're thrilled and grateful that you're interested in working with us again for the upcoming tax season. To streamline the process for our returning clients or those who prefer not to have a tax consultation, we've outlined some simple steps below.
Step 1
Hey There !
We are glad that you are back and trusted us enough to file your taxes again this year. Click below to sign our Welcome Letter as a commitment for us to complete.your taxes this year.
Step 2
The next step would be for you to complete our
Client Intake Form.
This will let us know if you had any changes within the past year that will effect your taxes outcome.
Step 3
If you haven’t done so already please download our
Taxes to Go Application
to your phone. Here you will be able to submit personal and dependent information, and upload photos of your tax documents.
Step 4
Our tax professionals will reach out to address any further questions or request any additional information needed to finalize your income tax return.
Step 5
You will receive an email detailing the amount of your refund or the balance due to the IRS.
We will than request a signature via the Taxes to Go App.
Once we receive a signature we will submit your return to the IRS for Approval.
You will than receive your tax documents via email.
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