How Does the Process Work ?
1. Click the link to begin creating your client portal
2. You will receive a text and/or email to setup your client portal
3. Once you have setup your client portal, follow the instructions to enter your information and upload your documents (you must have a valid form of ID for all adults on your taxes, social security cards for everyone on your taxes not just the number, proof of Head of Household such as a lease or utility bill, all W2s 1099s and any other income, a list of expenses if you are a business owner)
4. Once your documents are uploaded, I will work on your tax return. This typically takes 24-48 hours and I will contact you with any questions during the process. If you are filing in office, we will go over everything face to face.
5. Once your return is complete, we will discuss any refunds, fees, and advances.
6. You will sign your return and then we will submit it. From there, you can track your refund using the IRS website. (We do not get tracking information regarding your refund!)