Convenient virtual tax preparation. Take advantage of our free and secure file transfer option. safely upload your tax documents and experience the ease of having your taxes prepared where its convenient for you.
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an intelligent and easy to use document portal
Click the link for our document exchange and easily create your login. If you are a new client, complete our quick and easy questionnaire.
We will confirm with you that your documents have been received and get right to work. We will work with you on your channel of choice (email, text, phone, or online meeting) to obtain the details necessary to maximize your tax outcome.
Once your return is completed, we will provide you with all of the necessary paperwork for your records, complete payment for the return, then securely and electronically file your return to the IRS.