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ALL CLIENTS

• Tax Consultations are available now! ClickHere.

• We are offering cash advances up to $6,000 this season with bank approval!

• You can file now and pay later! If you are estimated to receive a tax refund you can pay your prep fee out of your refund when it is issued! (subject to bank fees)

• All incomplete or partial submissions will be removed from the system. All documents requested on the enrollment form are required and necessary for the completion of your tax return

• If you have additional documents that you can not attach to the intake form, a link to a secure portal will be sent to upload them.

• Please DO NOT SEND TAX DOCUMENTS VIA EMAIL

SMALL BUSINESS OWNERS

If you are a business owner or self-employed individual we will need your profit and loss statement (P&L) or an expense breakdown sheet to begin your tax return.

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