Let’s get a little personal, shall we?

Another year, another dollar.  We hope your tax situation has been a little nice mixed with a little spice, and hopefully not too unexpected!

So let’s see how the balancing act looks.  To get going, we will need some important information from you that will help us cut down on emails.

Please answer some routine questions HERE

You will also be getting an Engagement Letter from the portal sent to you seperately to fill out.  Please ensure you review and sign it to allow us to prepare your return(s).  Check your spam folder just in case, and if you don’t receive it, please let us know HERE

Once that is all filled out, you can start loading all of your documents into the portal HERE

*Please note* If this is your first time preparing income tax return(s) with us, we will need your last two filed returns loaded into the portal as well under the appropriate tax year so we have a comparable history.

If you get inside the portal and don’t know where to put anything, you can check out our organization HERE

If you aren’t sure what you can claim or if you are missing anything, please see a list of the most common items HERE

When all of your documents are uploaded and you have filled out the intake form and signed the engagement letter, please let us know that you are ready for us to complete your return, or let us know if you have questions HERE