TAX FILING RESOURCES
Here are key resources to guide you through planning, preparing, and filing your taxes:
START HERE:
Before uploading documents or scheduling a review, we recommend understanding the overall flow of the tax filing process.
What to expect:
Gather and organize your tax documents
Complete required questionnaires and checklists
Upload documents securely to your client portal
Tax return preparation and professional review
Client review, approval, and filing
TAX FILING PROCESS
CHECKLISTS & EXPENSE SHEETS
FILE AN EXTENSION
DOCUMENT UPLOAD INSTRUCTIONS
FORMS OF PAYMENT
TAX RETURN INSTRUCTIONS
OUR RATES