Step 1 : Collect Documents
Collect and Organize Tax Documents that you will need to provide to your tax preparer. Use our document checklist for guidance.
Step 2 : Signup for a secure account
Signup for a secure online account from your computer or phone. Do not use a public computer.Step 3 : Select filing office
Once you have signed up for an online account, select one of our offices as your filing office
Step 4 : Upload your documents
Upload all the documents that you have collected.
Step 5 : Call Office
Call our office to let us know that you have completed uploading all the documents
Step 6 : Chill and Relax
Chill and Relax while we get to work.
Step 7 : Remote Tax Interview
Preparer will call and set up a remote tax interview. We will review the tax documents and discuss any unique situations. There may be multiple interviews depending upon complexity.
Step 8 : Review Return, Pay & Approve filing
Once returns are ready, we will review the results. Collect payment for the services and get your approvals for tax filing.