Welcome Back!
Here are the steps to get started:
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Sign your Engagement Letter and pay your Retainer.
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Confirm or establish your account on the portal system and upload your documents.
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Complete and submit your online Tax Organizer. (Click here if you prefer a downloadable PDF.)
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Email or text your tax pro and let them know you’ve submitted everything. This is also your opportunity to fill your tax pro in on your year and give them a heads up for anything funky.
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Your tax pro will communicate with you as the return is worked on.
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You and your tax pro will decide if you are going to wrap things up over email, phone, or a virtual meeting.
If you are unable to submit your documents virtually, give us a call at (503) 688-4573. Please note that we are no longer able to accept drop-offs at our NE home office location! Please call us for alternative arrangements.
