Online, Remote &/or Virtual Services
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Tax Preparation Intake Forms
Complete the forms that apply to you. Note, some forms are required to be completed by everyone. (please see the forms descriptions.)
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Mobile APP
Once you complete your Tax Preparation Intake Forms & if you prefer to get a jump start on your information and gain immediate insight into your taxes, feel free to start entering your information into our Mobile APP & we will take over & continue the Tax Preparation process.
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Client Portals
We have 2 Client Portals, one is for you to electronically sign your tax return once preparation is completed and the other one is where we will upload your completed & signed tax return, intake documents, and your documents that you provided to us for the preparation of your tax return.
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