GET STARTED
Let's get your taxes started
Sign up, upload last year's return, and complete a short organizer — all before we ever need to meet. We'll remind you what's next, so nothing slips through the cracks.
HOW IT WORKS
Four simple steps
Step 1
Sign up
Create a free account through our secure client portal — takes about two minutes.
Step 2
Upload your return
Drop in last year's return if you have it. It gives your preparer a head start before you even meet.
Step 3
Complete your organizer
A short guided questionnaire — answer at your own pace, even before tax season opens.
Step 4
Meet, or go fully online
Schedule time with a preparer if you'd like one, or let us handle everything remotely.
Frequently Asked Questions
What if I don't have last year's return?
No problem — sign up anyway and we'll help you track it down, or start fresh if this is your first year filing with us.
Do I have to come in for an appointment?
Not at all. Everything can be handled online through your portal — meeting in person or by video is entirely optional.
Ready to get started?
Create your free account and start uploading your documents today.
Create Your Account