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STEP 2
CLIENT DATA COLLECTION
All clients complete tax organizer.
**We offer expedite services for
additional fee.**
STEP 3
SUBMITTING DOCUMENTS
Submit your tax documents via portal and notify us via email or message when you’ve uploaded all of your tax documents to the portal.
STEP 4
READY TO FILE
Submit your payment.
Review your tax returns in the client portal.
Sign e-file authorization form. Email address required for both taxpayers and spouse.
Ready to be filed.
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