GET A QUOTE
Single Taxpayers complete and sign 2020 tax organizer.
Married Filing Jointly Taxpayers complete and sign 2020 tax organizer:
-Audit Protection Plan
Parents or Guardian claiming a dependent and/or claiming education credit, complete the Due Diligence Questionnaire
Were you affected by COVID-19:
Loss of job
Received PPP, EIDL, other grants
Received wages even if you were unable to work
Received distributions from a retirement plan
If yes, complete COVID organizer.
Use the checklist to make sure we have all your required tax documents:
Tax Client Checklist
Year-End Small Business Checklist
Use of Home Office
Submit your tax documents via portal and notify us via email when you’ve uploaded all of your tax documents to the portal.
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.