How it Works
1. Upload your tax documents to our secure document exchange
Click the link for our document exchange and easily create your login. If you are a new client, complete our quick and easy questionnaire.
2. We will get right to work on completing your return.
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.
3. Finalizing and Filing
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.