Sending Documents
Follow the instructions to submit your information.
Once we receive all your documents, we will start generating your tax return.
PLEASE ANSWER ALL QUESTIONS COMPLETELY.
All documents are uploaded to our encrypted Customer Portal
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A VALID email address is REQUIRED to begin the tax preparation process.
A code will be sent to verify
What am I going to need?
Download the List of Documents
The steps to follow
Once all required documents have been received, within 48 hours you will be receiving our full quote to prepare your return. Make sure we have your mailing address preferred email and phone number for timely communication throughout the tax preparation process.
We need you to review and accept
When you accept our estimate, we will ask you to review it and sign your approval to proceed with the preparation of your return.
If you have questions or comments you can send them by email or we can make a 15-30 minute video call to clarify your doubts.
We are almost done ...
Once your tax return has been reviewed and approved, it will be ready to be sent.
We will send a request to your phone so that you can sign remotely and later the invoice for our services so that they can be paid. Your statement will not be sent if your payment is not received within 24 hours.
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DIRECT DEPOSIT
You will need to complete the authorization agreement if you choose to receive your refund by Direct Deposit.
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Within 2 days of electronic filing, you will receive a confirmation email letting you know that your tax return has been acknowledged, received, and accepted by the IRS.
