2017 Tax Client Services

Let us work with you to get your 2017 tax return done fast!

Get started today with these simple steps.

2. Schedule a Tax Filing Appointment

(so that we can discuss your needs)

You can schedule your appointment online.

3. Download the Tax Preparation Checklist

(make sure you have all the items you need)

Start your download here.

4. Upload Your Files

(once you've paid the deposit, you will receive a login)

Upload your documents in the secure, online portal.

Protection Plus!

Protection Plus is the leading provider of audit assistance and identity theft restoration services in the tax industry.

We have partnered with Protection Plus to provide our clients with additional support in the event of a notice letter or identity theft incident, and we highly recommend this program to all of our clients. Protection Plus provides year-round assistance with letters from the IRS and State in addition to a full suite of identity theft restoration services for any kind of identity theft situation that could arise

For a onetime fee of $98.95 at the time of tax preparation, their experienced professionals will provide a full year of identity theft restoration services and assist you if you receive a letter from the IRS. The audit assistance will provide coverage on your 2015 federal tax return, and the identity theft restoration services provide assistance in the event of stolen credit cards, compromised bank accounts, fraudulent tax returns, or other identity theft incidents.

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