Ready to get your tax return prepared?

To get your taxes returns prepared, please follow the steps below.

  1. Make an appointment (not required but recommended)
  2. Gather the documents (see document list)
  3. Upload (or send us) your documents
  4. Complete a simple tax questionnaire (login required to continue)
  5. We will crunch the numbers for you and contact you to complete

If you are unsure of how to proceed, or having difficulty completing the steps listed above, please call or email us, or navigate to our Contacts Page, to have your questions answered.