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Request Link

Thanks, we will send you a link to upload your tax documents shortly. Please allow up to 24 hours to process your request.

Here is how our process works:

  1. Upload your 2023 tax documents to our secure portal.

  2. We'll review your documents and request additional information if needed.

  3. Our team will schedule a call to discuss your draft tax return.

  4. E-Sign and pay online for E-Filing Authorization.

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