6 Simple Steps to File Your Tax Return Today with a CPA
Tax season is here—why wait? If you have five or fewer official tax documents, you can start filing your tax return today with ease. Common documents include W-2s, 1099-INT (interest income), 1099-DIV (dividends), 1098 (mortgage interest), and 1099-NEC (non-employee compensation). Gather your forms and let us handle the rest!
Curious about pricing? Visit our pricing page to estimate your tax preparation fees.
Follow These 6 Easy Steps to Get Started:
STEP 1: Request Your Secure Client Portal
Request access to your secure client portal by submitting your info here.
STEP 2: Look for Your Welcome Email
Once registered, you’ll receive a welcome email with detailed instructions. Please read it carefully to ensure a smooth filing process.
STEP 3: Upload Your Required Documents
Log in to your secure client portal and upload the following:
- Tax Organizer
- Driver’s license (New Clients only)
- 2024 tax documents (W-2s, 1099s, etc.)
- Prior-year tax return copy (New Clients only)
STEP 4: Pay Your Deposit & We’ll Get Started
Pay your deposit invoice, and we’ll begin preparing your tax return! Turnaround time is typically 5-7 days, depending on complexity. Need it sooner? Let us know! Stay connected through your client portal for any updates or questions.
STEP 5: Review Your Tax Return
Once we have completed your tax return, you may schedule a 20-minute Zoom appointment to go over your results.
STEP 6: Sign & File—You’re Done!
E-sign your return online or sign in-office. You’ll receive a confirmation email once the IRS and State accepts your tax return.
Get started today and file your taxes with confidence! If you have any questions, don’t hesitate to reach out. We’re here to help!