For returning clients, click here. 
[For new clients, submit a link request using the form below]
 

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

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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.