Thank You for Choosing Us for Your Tax Preparation Needs!
Now that you’ve sent us your request, we will create your account in our secure portal within the next 24-hours. Once you receive a portal invite, you can set up a password, e-sign our engagement letter, complete our digital questionnaire, and begin uploading your tax documents (if you’re not dropping them off at one of our drop off centers).
We’ve provided a documents checklist below if you’re unsure what to send to us. Don’t worry if you miss something or are still unsure what to provide. Your tax advisor will be available to assist you during the entire process.
Completing Your Taxes with Us is Easy as 1-2-3
STEP 1:
Answer some questions about yourself and we’ll get to work.
STEP 2:
Meet with your tax advisor to review your return online.
STEP 3:
We’ll e-file your return and confirm IRS acceptance.
Have questions? Call 214-800-2377 or schedule a call HERE.