Step 1: Complete an Engagement Letter

Step 2: Complete the Appropriate Tax Questionnaire

Individual Questionnaire

Federal Returns are due by April 15
Extended to October 15
*If filing a joint return, please complete only one questionnaire.

Business Questionnaire

S-Corporations & Partnerships due by March 15
C-Corporations due by April 15
All extended to September 15

Step 3: Upload your Tax Documents & Information Below

Upload Documents by Clicking HERE

Step 4: Assist in Answering Questions

While preparing your return, we may have additional follow-up questions. Your assistance in answering those questions will help us to prepare your return in a timely manner.

Step 5: Review your Tax Return

After we receive all of the above, we will prepare your return. Once your return is completed, we will send you a link for you to schedule an appointment to review your return with one of our tax accountants.

Questions? Call or email us: