YOUR TAX FILING
STARTS HERE.
Complete your client intake online to begin your tax preparation process.
OUR TAX PREPARATION PROCESS
01
Start Your Intake
Launch the secure client intake to get started.
02
Provide Your Information
Tell us about your tax situation by completing the intake form.
03
Upload Documents
Securely upload your tax documents and any supporting files.
04
Review & Sign
Review your information for accuracy and provide your e-signature.
05
Submitted for Filing
After review and authorization, your return can be submitted for filing.
WHAT YOU’LL NEED
Personal Information
- Full legal name (as on your tax return)
- Social Security Number (or ITIN)
- Current mailing address
- Contact information (phone and email)
- Filing status and basic tax information
Tax Documents
- W-2(s) (wages, salaries, and tips)
- 1099 forms (e.g., 1099-NEC, 1099-INT, 1099-DIV)
- Income statements (e.g., SSA-1099, 1099-R)
- Deduction and credit records (e.g., mortgage interest, student loan interest, charitable gifts)
- Any other tax-related documents for your situation
Note: Required documents vary based on your individual tax situation. Submit sensitive information only through our designated secure intake or client portal.
MEET OUR TEAM
Personal support, every step of the way.
For your privacy, please submit tax documents and sensitive information only through our designated secure intake.