How we Work

expertise. integrity. reliability.

A simple, virtual, secure, and stress‑free tax process

Step 1: Create Your Secure Client Portal Account

🖥️ Create a one‑time account in our secure client portal so we can

work with you safely and efficiently.

🔐 Joint filers: Both spouses must create separate accounts

(IRS e‑file requirement)

🛡️ Two‑factor authentication (MFA) protects your data

📱 Mobile app available on iOS and Android for uploads and messages

Step 2: Complete the Tax Organizer

📝Completing our tax organizer helps us understand your tax situation and

identify required documents.

✔️ Answer a short questionnaire about income, deductions,

and life changes.

📄 Upload your prior‑year tax return for reference

This step improves accuracy and reduces back‑and‑forth later.

Step 3: Upload Your Tax Documents

📂Upload documents securely through the portal. You may upload

over multiple sessions.

Common documents include:

📄 W‑2

🏠 Mortgage interest & property tax statements

📈 Brokerage & investment statements

🏘️ Rental income and expense details

⏱️ Please upload all documents at least 3 days before your appointment.

Step 4: Sign the Engagement Letter

✍️Before we begin preparing your return, you will electronically sign

our engagement letter to activate the service.

🛡️ We help with tax notice assistance & correspondence if the IRS

has questions regarding the tax return prepared.

Step 5: Review Appointment

🔍Using the information you provided:

🧾 We prepare your tax return

💬 If anything is missing, we contact you through the

secure client portal

Step 6: Approve & File

📤After review, you will receive your invoice and e‑file authorization

(Form 8879).

💳 Full return available to view upon payment

✍️ Once signed and paid, we electronically file your return

📬 We notify you when the IRS and state accept it