Start Your Return
We desire to process your tax return as quickly and accurately as possible. To accomplish this, we’ve included these easy-to-follow steps. Once we receive your tax forms, we will begin your return. We will update you on your progress as we move through the process.
Thank you, we look forward to helping you this season!
-
Step 1
Fill out our online questionnaire to help us know exactly what you’ll need to make this year’s filing a success.
-
Step 2
Upload your tax documents. You may not have them all right now. That’s ok. You can upload them as soon as they come in.
FAQs
-
Yes, you can download this checklist to help you remember what tax-related documents you’ll need to gather before uploading.
-
First of all, welcome! We’re glad you’re here. When uploading your files, please scan and upload a copy of your 2022 tax return, both federal and state, if applicable. Along with your driver’s license and social security cards.
-
Yes, a $275 deposit is required before we start your return. This non-refundable deposit is not your return’s total cost. However, it will be applied to your bill.
-
There are a few items that determine how long it will take us to complete your return. The first is the speed that you get us your documents, next has to do with how quickly you respond to any questions we have, and last is the difficulty of your return. Once we have everything from you we can generally complete your return in a few days. However, as it gets closer to the April 15th deadline we get a lot of returns in and that slows down our process due to a backlog. The sooner you can get your questionnaire complete, your documents to us, and respond to our questions, the sooner you'll get your return.
ADDITIONAL QUESTIONS?