STEP 1

Single Taxpayers complete and sign 2020 tax organizer.

Married Filing Jointly Taxpayers complete and sign 2020 tax organizer: 

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-Engagement Letter

-Tax Questionnaire

-Audit Protection Plan

-Form 8821

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Parents or Guardian claiming a dependent and/or claiming education credit, complete the Due Diligence Questionnaire

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STEP 2

Were you affected by COVID-19: 

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• Loss of job

• Closed busines

• Received PPP, EIDL, other grants

• Received wages even if you were unable to work

• Received distributions from a retirement plan

• Etc.

If yes, complete COVID organizer.

STEP 3

Use the checklist to make sure we have all your required tax documents: 

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Tax Client Checklist

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For small businesses: 

Use of Home Office

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Year-End Small Business Checklist

Submit your tax documents via portal and notify us via email when you’ve uploaded all of your tax documents to the portal.

STEP 4

Submit your payment. 

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Review your tax returns in the client portal. 

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Sign e-file authorization form via DocuSign. Email address required for both taxpayers and spouse.

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Ready to be filed.