top of page
Virtual Filing Process
01
Request Secure Portal Access
Complete our New Client Intake Form to request access. Once your information is received, our office will send your personalized
secure portal link.
02
Information Collection
Upload your W-2s, 1099s, and other tax documents. Our team will verify your information to ensure a smooth and accurate filing process.
03
Expert Preparation & Review
Our tax professionals prepare and carefully review your return for accuracy, eligible credits and deductions, and tax compliance.
04
Final Review & Filing
Review your completed tax return and preparation fees. Once approved and all required signatures are received, we electronically file your return and provide your completed tax documents.
bottom of page