Streamlined tax data collection for a better client experience
Let's start with your basic information to establish your identity and contact details.
If you're married, please provide your spouse's information.
Add information for each dependent you plan to claim on your tax return.
Tell us about your employment and all sources of income for the tax year.
Help us identify potential deductions and credits to maximize your tax savings.
Provide details about any business or rental property activities.
Help us understand your tax history and any ongoing tax matters.
Provide your banking details for refunds and payment preferences for our services.
Upload your tax documents securely. You can upload multiple files at once.
W-2s, 1099s, 1098s, receipts, prior year returns, and other tax documents
Business expense receipts, profit/loss statements, business records
Driver's license, Social Security cards, government-issued ID
Please review your information before submitting. You can go back to make changes if needed.
Thank you for completing your tax onboarding. We'll review your information and contact you within 24-48 hours to discuss next steps.
• We'll review your submitted information and documents
• A tax professional will contact you to schedule a consultation
• We'll provide you with a detailed tax preparation timeline
• You'll receive access to our client portal for updates