Tax Prep Process: Three Easy Steps

Have Questions?

Need to chat with an expert before filing? Give us a call (862) 292-4500 . This step is not required,  however we are available via phone during normal business hours. to give you clarity with any questions or concerns you may have. However, due to the nature of the 2021 returns, we will NOT give out free estimates. 

Go through the intake form below to start the tax prep process. You can do so from the comfort of home. If you would like to make an appointment for a consultation you can do so virtually via zoom, or by phone (although it is not required).  Please view our Tax Prep Checklist to make sure you have everything before starting. 

After completing the intake form, you will then get an email and text with an invitation to our customer portal. Our customer portal allows our clients to securely view and send documents, send messages to your tax pro, and digitally sign their return. In addition this portal gives you access to your tax documents  year-round.  

We will notify you by text and email when the return is complete for you to view and sign. Please view each page and ask questions before signing. After your return has been submitted to the IRS, we will notify you via email of your acceptance.