Fast & Easy Tax Prep Process

Our easy and seamless process makes having your tax return prepared by a tax preparation expert as easy as 1 – 2 – 3.

Online Tax Prep Appointment

Once you book your complimentary appointment, you ll receive a confirmation e-mail and a follow up phone call from a tax professional to gather info and start your tax prep estimates

Create Your Account

After booking your appointment, you will receive an email with instructions to  verify your info and get complimentary access to our client portal so you may access your account,  securely upload requested documents, and sign your tax prep.

Final Appointment

Congratulations!  You’ve completed the most difficult steps.  Sit back and relax while you join our tax prep professional in a online final review of your account to make sure all your requests and credits have been included in your tax prep.