File your taxes in 4 easy steps:

  1. Complete the online form below.
  2. Save the form and all your tax documents into a folder and upload it to Secure Upload below (recommended) or e-mail it to us as an attachment.
  3. Receive draft and make service fee payment.
  4. Submit the signed Form 8879 for e-filing.

Tax Day for 2020

Make sure to file your taxes before May 17, 2021.

Welcome to the 2020 Tax Season!

Step 1: Client Information & Fee Estimate Form


Step 2: Upload or E-mail Tax Documents

Please make a folder with the form PDF that you saved in Step 1 above and include any relevant tax-related documents, such as:

  • All w2s
  • Bank interest and dividend statements
  • Mortgage statement, property tax charity contribution amount, etc.
  • Stock sales
  • All other income-related documents
  • Student loan interest paid and college tuition amount paid in current year
  • Moving expense and miles moved
  • All other tax-deductible items

Securely upload your files (recommended) by clicking the button below, or e-mail it to us as an attachment.

Step 3: Receive Draft and Make Payment

  • We shall provide you with an initial draft and a file number within 2 business days.
  • Review this draft and reply with your consent to proceed or any changes if required.
  • Once we agreed upon the final draft, an e-file authorization form (IRS form 8879) will be provided to you along with the final draft.
  • If Direct Deposit is requested, your bank info will be printed on the form 8879. Please verify this information.
  • For new clients, there is a $25.00 set up fee that would be adjusted against your final service fee total.
  • Sign the form 8879 for IRS and State(s) and e-mail or fax to us. Make your service fee before e-filing the return.

 

Step 4: Submit Signed Form 8879 for e-Filing

Submit Form 8879 and then you’re done!