Our internet based option for providing you service is simple and secure. Just follow these 4 steps:
Step 1 – Create an account
Just let us know you want to create a Secure Portal and we will send you a personalize invitation via email. You will use the link in the email to login and choose a password to create a personal storage locker for tax documents.
Step 2 – Upload your tax documents
Many of your tax documents already come digitally. Just log in and upload these so we can get started on your return. Any other documents can be scanned or you can take a picture with your smart phone. If you rather mail documents to us we can do the scanning and uploading for you.
Step 3 – Review your return
After we complete your return we will upload it to your portal account. Just log in again to review. We will be contacting you to ensure it is 100% accurate and all of your questions are answered. As always, we will offer tax advice tailored to your individual needs.
Step 4 – Sign and Pay
In your portal account there will normally be 2 documents to print, sign and return to us. You can return these signed documents through the portal just as you provided your original tax documents. This allows us to efile your tax returns after we receive the payment. Your tax return will be available in your portal for you to access anytime as you need. We can also send you a paper copy for your records if you wish.