Our Process:

STEP ONE to get your taxes filed is to complete our Tax Client Agreement. (click the blue button below to get started!)

Tax Client Agreement 

STEP TWO: Within 24 hours of having completed the Tax Client Agreement, you will receive an email containing links you will use to:

  1. Complete our 2024 Tax Organizer, a questionnaire that will help us identify those items that are specific to you and your 2024 federal and state taxes.

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  2. A link to Encyro, our encrypted file sharing tool which you can use to begin securely uploading your tax documents so that we can get started on your return!

STEP THREE: pay your tax return invoice.

Once your return is completed and ready for your review, you will receive an invoice from us for the completion and filing of your federal and state return. Once that invoice has been paid, you will be given access to review and sign your tax return electronically via a provided client portal.

STEP FOUR: Your return is filed! Once your invoice has been paid and your return has been reviewed and signed, we will e-file your return. Your 2024 tax return is complete!