The digital process
Complete Online Questionnaire
Review Your Tax Return & Sign Electronically
Complete Online Questionnaire
This is designed to help us identify as many deductions for you as possible. There is a NEW CLIENT Questionnaire and a streamlined EXISTING CLIENT Questionnaire
Submit Your Tax Documents
Review Your Tax Return & Sign Electronically
Complete Online Questionnaire
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Review Your Tax Return & Sign Electronically
Review Your Tax Return & Sign Electronically
Review Your Tax Return & Sign Electronically
Once your tax returns are prepared, you will be able to review/approve them electronically and e-Sign as well. For those who prefer to maintain paper returns, we will provide those to you upon request.