Before you begin, please take a moment to review the process so your return can be completed accurately and without delay.
How This Process Works
You will complete two steps:
Tax Agreement & Disclosures
Review and accept the necessary agreements
Tax Intake Information
Provide your tax-related details
Both steps must be completed before your return can be prepared.
Important Information
Please answer all questions honestly and completely. Incomplete or inaccurate information may result in delays, missed deductions, or filing issues.
Submitting this intake does not mean your return has been filed. It simply allows our office to review and prepare your tax return once all required documents and agreements are received.
Documents to Have Ready
For Business Returns: Please also have your business bank statements and profit & loss information ready.
Your Privacy Matters
Your information is submitted through a secure system and is used only for tax preparation and compliance purposes.
Estimated Time
Most clients complete this process in 10 to 15 minutes.
Ready to Begin?
When you are ready, click the button below to start the process.
Begin Tax Organizer