Become a Tax Client

Work with us to get your tax return done fast!

Get started today with these simple steps.

1
Deposit
Pay your $150.00 deposit to get started with tax filing; paying the deposit can be done online by clicking the link below
PAY DEPOSIT
2
Appointment
Schedule a Tax Filing Appointment. We'll need to discuss your needs.
SCHEDULE YOUR APPOINTMENT
3
Prep Checklist
Download the Tax Preparation Checklist. Make sure you have all the items you need before we start working on your return.
DOWNLOAD YOUR CHECKLIST
4
Upload Files
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.
PURCHASE PROTECTION PLUS