Step 1:

Register using Login menu
  • Go through the list of documents for the type of filing you need
  • Create login in our secured portal and request for the appropriate service
  • Upload your documents to the service including the client sheet from the list of documents
  • Submit your service to the tax professional

Step 2:

Discuss your filing with Tax Professional on phone
  • Tax professional will call you and estimate your charges
  • Upon your approval and partial payment returns will be completed and refund amounts will be furnished to you
  • Make the balance payment
  • Download your docs from the portal and review
  • Clear your doubts and seek future planning

Step 3:

File your returns and get refunds faster
  • Give efile authorization or prepare paperwork for maual filing
  • Confirm filing is done
  • Give us feedback and referrals

Step 4:

Have peace of mind with our accuracy gaurantee
  • Zero cost amendments for our mistakes
  • If you show us an accurately prepared returns with more refunds than what we prepared will refund 100% of your fee
  • Access your filings year round
  • All returns backed by seasoned CPAs