Steps To Get Started

Gather your documents

Use the checklist below to collect essential documents.

Ensuring you have all your documents organized will make the process smoother.

Complete the Intake Form

Complete the intake form below with your personal and financial information.

Confirmation and Next Steps

Once your intake form is submitted, our team of tax professionals will review your information and reach out within 24-48 hours to guide you through the next steps.

Gather Your Documents

Document Checklist

Employed W-2 Forms Pay Stubs Government-issued ID

Self-employed 1099 Forms Business Expense Records Government-issued ID

Businesses Previous Tax Returns Income and Expense Records Business Registration Documents

File Your Taxes Today

Ready to start? Our comprehensive Tax Intake Form helps us gather all necessary details to file your return accurately. You can save your progress and return at any time to upload additional documents as they become available.

FREQUENTLY ASKED QUESTIONS

Have questions? Our FAQ section covers everything from required documents to refund timelines. Get quick answers and feel confident in the process.

What documents do I need to prepare my tax return?

When you complete our intake form, you’ll be prompted to upload specic documents based on your tax situation. This helps make sure you provide only what’s needed. (Link to Client Resources checklist)

Can you help if I haven’t led taxes in previous years?

Yes! We can help you le for past years to catch up and avoid penalties.

How long will it take to get my refund?

Most e-led refunds arrive within 21 days, but paper returns can take longer. You can track your refund status anytime on the IRS website using Where’s My Refund?.