Step 1
Scroll below and fill out the intake form. Be sure to upload as many documents as you can, this will make the process easier.
Step 2
You’ll receive an email from us with your login information to our secure client portal. You’ll then receive your estimate, and if anything else is needed, you’ll be notified there.
Step 3
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.
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