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Virtual Filing Process
01
Request Secure Portal Access
Complete our New Client Intake Form to request access. Â Once your information is received, our office will send your personalizedÂ
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. Â Once approved and all required signatures are received, we electronically file your return and provide your completed tax documents.
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