Remote Online Notary Signing Agent Appointment

(817) 726-2181

Tax Online Instructions

Tax Online Instructions
  • Please click on the tab called “Clients Service Center” and complete all required forms or complete the request form.
  • All clients will need to complete the New & Current Client Tax Intake Form and Taxpayer’s Authorization Consent Form and sent with all W2’s, 1099-M’s, 1042-S, copies of each taxpayer driver license, ID/passport – visa, social security card of each party listed on tax return, 1095-A, B, or C, and other tax documents related via email, fax, or drop off if you are nearby.
  • You will received an email confirmation that we have received your documents
  • The tax preparation will begin, so watch your email because questions may appear. Most returns completed within 1 business day upon receipt.
  • We will email you the completed results whether you are getting a refund or owe the IRS with a detail description of explanation.
  • We ask you whether you would like your return to be e-filed or have a phone or online meeting to review it together.
  • After you electronically sign 8879 authorization form, we will e-file your return and send you a hard copy for your records.

Thanks you for your business!