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How to File Tax Return

The following forms are located under the Website's Menu tab. 

1. Review/Sign the Consent Form 

2. Review/Sign the Fee Acknowledgment 

3. Fill out the IN TAKE FORM

4. Upload Documents (secure portal) located under the Website's Menu tab, via email, or fax. 

ALL DONE!

***Within 24-48 hours will receive confirmation and a return call. You will be given your tax results and refund estimate. At that time, you will choose how to receive your refund. 

 That's it! 

The IRS takes up to 10-21 days to process refunds. 

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***If you prefer the traditional method, feel free to print our printable versions of Consent and Client Intake Forms and fax over forms along with other tax documents. Due to security and privacy rights, it is no longer recommended by the IRS to accept confidential documents via text messages and emails.***

Bookkeeping Services

1. Submit a proposal for work to be completed via email or fax. You will receive an acceptance or denial response within 24hrs.