Online Filing Process

Fill Out Intake Form

Scroll below and fill out the Client Intake form. If you have a business or self-employed also fill out the Business Income/Expense form, also located below. Be sure to upload as many documents as you can, this will make the process easier.

Download the App

Download our mobile app to start the tax filing process.  Once information has been entered we will be alerted that you are ready to start the process.  If we need additional information we will contact you.

eSign, Approve, File

Once your file is complete, we'll send it to you for eSign, then you can approve/agree to fees and terms, and then we'll eFile it. When accepted, you can check Where's My Refund from this point on.

If Applying for Advance

You get an email-text alert if you're approved and the funds will be ready by the method you chose