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 (link is on the bottom of this page).
If Applying for Advance
You will get an email-text alert if you're approved and the funds will be ready by the method you chose
Don't know what documents are needed to file a tax return? No worries, we have you covered! Scroll down for a list of items needed to file an accurate tax return.
I'm ready to start my Tax Return!!!
If you would like to schedule a time to speak with a Tax Professional before you get started click below to schedule your consultation. This is optional, if you've already spoken with your preferred Tax professional please don't schedule another consultation.
Need a List of Tax Documents Needed