Tax Center

We offer year-round tax services in all 50 states. Please see a full list of specific services below.

No Contact Tax Returns

  • PORTAL ACCESS
    • Once we receive your Questionnaire we will invite you to access to your personalized secure portal where you can upload all documents. Existing clients have 24/7 access.
  • PREPAYMENT DEPOSIT
    • An invoice will be sent to secure your mandatory $100 deposit. Your invoice will have an estimated total when sent. No refunds will be given once we have started.
  • REVIEW AND APPROVE
    • We will upload a copy of your return and any government forms for estimates, etc. Once you approve we will send an electronic signature via DocuSign. If there is a balance due it will be required at this time in order to file.

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