⚠️ Notice: Due to the high volume of tax filings for the upcoming tax deadline, we are currently unable to take on new clients at this time except for extension filers. Sorry for the inconvenience.

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 2021

Make sure to file your taxes before April 18, 2022.

Welcome to the 2021 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!