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
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Closed busines
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Received PPP, EIDL, other grants
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Received wages even if you were unable to work
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Received distributions from a retirement plan
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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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For small businesses:
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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.