2024 Tax Season
Here you will find Documents and Forms to assist you in preparing for your tax appointment in 4 easy steps!
Simply upload the tax documents to the portal, or drop off your documents by appointment only and your preparer will contact you to review them.
STEP 1
Gather Your Documents
Gather all your documents and submit the following:
- Organizer and signed engagement letter is required from ALL clients
- 2024 Tax Preparation Checklist
- All required worksheets mentioned on the checklist
- Copies of your IDs—front and back
- New Clients must submit previous year filed Tax Documents
STEP 2
Submit Your Documents
- Portal — Submit your documents via our newly updated Secure Online Portal.
NOTE: Digital Documents MUST BE CLEAR.
- File formats: We only accept these file formats: PDF, JPEG, PNG, XLS, DOC.
- File names: All documents should be clearly named.
STEP 3
Receive Your Return—Sign and Pay
- Secure Online Portal — Receive a PDF copy of tax documents, sign using an e-signature link and pay online.
IMPORTANT: Tax Returns are not e-filed until signatures and payment have been received.
STEP 4
Tax Payments and Refunds
- Tax Payments — If you owe money to the IRS or State, there will be vouchers included with your tax documents. There will be instructions that include the address, payment amount, and date due or you may make other arrangements with your tax preparer including Electronic Withdrawal.
- Tax Refund - It’s Quick, Easy, and Secure. You will need social security number or ITIN, Filing Status, and exact refund amount.
