• Work with us to get your tax return done fast!

    Get started today with these simple steps.

    1

    Deposit

    Pay Your $150 Deposit

    To get started with tax filing, paying the deposit can be done online here.

    2

    Appointment

    Schedule a Tax Filing Appointment

    We'll need to discuss your needs. You can schedule your appointment online here.

    3

    Prep Checklist

    Download the Tax Preparation Checklist

    You'll want to make sure you have all the items you need before we start working on your return. Download the checklist here.

    4

    Upload Files

    Upload your documentation to us.

    You will receive your login to our client portal once you've paid your tax client deposit. You'll upload all your information to us using our secure portal.

    5

    We Prepare and File

    Now we get to work for you!

    We will analyze your documentation and create all of the necessary paperwork, electronic filing information, etc. Once your returns are ready, we'll schedule a review with you.

  • 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 one-time 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.

     

    For more information: Download the Protection Plus Brochure