From the 'File My Taxes' menu, Click 'File Online.'
Select all of the 8 options that apply to your personal tax return for the year you are filing for. This allows us to provide our prices upfront and price your tax preparation appropriately.
You’ll get 3 tax filing price plans to choose from that will give you the level of protection and service value you need to have the peace of mind knowing how much your annual tax return is protected and serviced by our team of experts.
Create a free account where you can submit, communicate, monitor and store all your tax & refund information, all in one secured place. Your own personal private tax portal.
Fill out a short tax interview that will allow us to guide you regarding what documents we need to prepare your tax return. Its quick and easy!
Upload your tax documents by selecting file, dragging and dropping the file to the upload button or take a picture from your phone. Remember to take a good clear picture when using your cell phone to upload your documents.
After you submit your interview and documents, an IRB agent will contact you if anything is missing. If we see that we have all of your information correct, our Tax Specialist will contact you to finalize your return and upload your copies to your client account portal.