During our tax interview, we will advise you on what tax preparation services you need and confirm pricing.

In your client portal, you can pay your invoice, upload/download documents and stay in touch with us, securely.

Once your client portal is activated, you will be asked to answer the tax questionnaire as well as upload all required documents.

In 3-5 business days, you’ll receive a video review of your tax return for you to review and sign before transmission. Once accepted by the IRS, you will be sent a copy of your return through the secured portal as well as have a downloadable copy available anytime.