STEP 1

Single Taxpayers complete and sign 2020 tax organizer.

 

Married Filing Jointly Taxpayers complete and sign 2020 tax organizer

-Engagement Letter

-Tax Questionnaire

-Audit Protection Plan

-Form 8821

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

STEP 2

Were you affected by COVID-19: 

  • 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: 

Tax Client Checklist

For small businesses: 

Use of Home Office

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. 

Review your tax returns in the client portal. 

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

Ready to be filed.