Online Filing Process

Step 1

Fill Out Intake Form

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

Wait on Email

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

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.