New tax client onboarding

Online Filing Process

Step 1 Scroll to the Services Tab- Tax Client Onboarding and fill out the Client Intake Form. Be sure to upload as many documents as you can, this will make the process easier.

Step 2 Download our secure App TaxesToGo to start the tax filing process. Once your information has been entered we will be alerted that you are ready to start the process. If we need additional information we will contact you. Please include your TaxesToGo user email and Tax Code provided by the app along with your Client Intake Form

Step 3 eSign, Approve, File

Once your file is complete, we' will send it to you for eSign, you can approve/agree to fees and terms, once completed your file will be sent via eFile . Once accepted, you can check Where's My Refund from this point.