Virtual tax help for whatever life throws at you.®

New Individual and Business Prospects: 

Schedule a complimentary phone consultation

Got Tax Problems? here.​​​

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Current Client: Please upload the letter or notice to your portal for review. 

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Learn how we can represent you before the IRS and the State here.

New Business Prospects: Read the 'Start Here' page here. ​​

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Returning Client: Schedule a Year-End Coaching session here. 

New Client: You will receive an invitation to access our portal. Within the portal, you'll find an engagement letter and invoice to secure your spot, along with an onboarding checklist. 

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If you'd like to set up an in-person appointment, please either schedule online or give us a call.​​

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Returning Client: Once the engagement letter is signed and the deposit payment has been completed, you will receive a tax organizer to help you gather your tax documents. 

 

Upload your tax documents via the portal and check off the task list when you’ve uploaded all of your tax documents to the portal.​ 

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**We offer expedited services for an additional fee.**

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You are placed in the queue for tax preparation. 

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We prepare your tax return in the order received. ​

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Submit your payment. 

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Review your tax return in the client portal. 

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Sign the e-file authorization form (if eligible). Email address required for both taxpayer and spouse.

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Ready to be filed. 

If you are expecting a refund, you can check your status below: 

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Check your refund

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Check your amended refund

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Pay your federal tax liability

Select Balance Due

Income Tax Form

Select the Year

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Pay your quarterly estimated tax payments

Select Estimated Tax

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*Important Note: Make sure to apply the payment to the taxpayer's SSN# listed on the tax return, not the spouse when filing a married filing joint return.*

Pay your extension tax payment

Select Extension

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*Important Note: Make sure to apply the payment to the taxpayer's SSN# listed on the tax return, not the spouse when filing a married filing joint return.*

If you are expecting a refund or you owe taxes to your state, we will provide you with instructions. 

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You can also visit the state government websites here. 

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