Welcome Back!

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We are so glad you are here!

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Here are the steps to get started:

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1. Sign your engagment letter and pay your retainer. You will find this in the portal.

2. Upload your documents and complete the tax organizer (also in the portal).

3. Let your tax pro know you are ready to go!

4. Your tax pro will work on the return and communicate directly with you.

5. Sign and file!

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Please submit your documents to your preparer no later than Sunday, March 15th. 

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Current clients can find the portal here. ​​

Click here for the fillable PDF.

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