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.