Get started!

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 Fill in the New Client Information form below. Once completed your Tax Professional will look over everything you submitted and contact you within 24 hours (Monday-Saturday). You will then get access to our secure client portal to sign, file, and pay once your return is completed. Our goal is a 72 hour turn around after receiving all of your documentation!  

Please have the following documents ready for upload BEFORE you begin:

• ID (Driver's License, Non-Driver ID, Passport) for Taxpayer and Spouse  
• Proof of ID for dependents (Social security card, birth certificate, student ID) 
• W2 / W2-G 
• 1099-R 
• 1099-G 1099-Composite (1099-INT, 1099-DIV, 1099-B, 1099-MISC) 
• Crypto transactions 
• Rental Property Income & Expenses 
• Farm Income & Expenses 
• 1099-NEC 
• Self-Employed Income & Expenses 
• 1098-E (Student Loan Interest) 
• Donation Records 
• Mortgage Interest, Property & Real Estate Tax, etc. 

This form is for NEW clients only. Existing clients use your Client Portal access to login and upload documents.