4 step Digital Filing Process

Our Process

STEP 1

Client Organizer

You create a log-in to our client portal. Complete the client organizer and upload your tax documents to help us understand your tax scenario. Connect with any device using the Client Portal app.

STEP 2

We Do Your Taxes

Once we receive your tax organizer, we do your taxes for you. We upload a draft of your tax return to the client portal for your review. Once you approve, we do a quality control check before e-filing your tax return.

step 3

E-sign and E-pay

You will receive an email requesting for your e-signature and e-payment. Once you e-sign and e-pay, we will proceed with e-filing and you will receive access to your PDF tax return via the client portal.

step 4

Refund or Payment

Receive your refund faster with e-file and direct deposit. View your refund status directly at IRS.gov. If you owe the IRS we can discuss your payment options to make sure you remain tax compliant.

We help taxpayers organize and arrange taxes well to only pay the amount of tax legally due

get started