Personal Tax Return Process
From start to finish, we guide you through every step.
Get Started
Click to begin your tax preparation journey
Team Outreach
Our team reaches out to understand your tax situation
Portal Access
Secure client portal access is set up for you
Instant Messaging
Receive next steps via instant messaging in your portal
Upload & Complete
Upload tax documents securely and complete your intake form
Real-Time Tracking
Stay updated on your return progress in real time
E-Signature
Review and electronically sign your final documents
Complete
All set!
Get Started
Click to begin your tax preparation journey
Team Outreach
Our team reaches out to understand your tax situation
Portal Access
Secure client portal access is set up for you
Instant Messaging
Receive next steps via instant messaging in your portal
Upload & Complete
Upload tax documents securely and complete your intake form
Real-Time Tracking
Stay updated on your return progress in real time
E-Signature
Review and electronically sign your final documents
Complete
All set!
Everything you need to know
Get answers to common questions about our tax services, security, and how we work.