Yes, you can download this checklist to help you remember what tax-related documents you’ll need to gather before uploading.

First of all, welcome! We’re glad you’re here. When uploading your files, please scan and upload a copy of your 2023 tax return, both federal and state, if applicable. Along with your driver’s license and social security cards. Don’t forget to activate your Client Center/Portal. You should have an email with instructions once you have completed your questionniare, and we have processed it.

A $275 non-refundable initial payment is required before we begin preparing your tax return. This payment will be applied toward your total income tax preparation cost. Any remaining balance will be due once your return is complete.

You determine the speed of your return preparation.  We offer three options. 

1. Hurry, I need my return ASAP (Rush fee starting at $125).

2. Earliest convenience (We’ll process your return in the order it is received, including all of your documents).

3. Extension (If you know you don’t want to file before April 15th we’ll get you an extension).
   

When working on your return, we will have questions and may need additional documents. We will attempt to contact you two times to request clarification or missing documents. If we haven't heard from you, we will set your return aside until you respond. Late or delayed responses get scheduled for work when time and capacity are available.