File Your Taxes From Anywhere
Our virtual tax process makes it easy to provide your information and documents, work with our team, and review your completed return without unnecessary trips to the office.
A Simple 4-Step Process
Start online, provide your documents, speak with our team, and review your return before it is finalized.
Complete Your Tax Intake
Begin with our secure online Tax Intake Form. This gives Tax Pros the information needed to begin reviewing your tax situation.
- Personal and contact information
- Filing status and dependent information
- Income and deduction information
- Business information, when applicable
Upload Your Tax Documents
Follow the prompts in the intake form to provide the documents that apply to your tax return.
- W-2s and 1099s
- Income and investment statements
- Identification documents when requested
- Deduction and supporting documents
Confirmation Call
Once your intake is received, our team reviews your information and documents. During the confirmation call, we verify what was submitted, discuss your tax situation, and identify anything else we may need before preparation moves forward.
Final Review & Filing
After your return has been prepared and reviewed, we will complete a final call with you to go over the return, answer questions, obtain the required approvals and signatures, and move your return toward filing.
Need More Time? Save Your Progress.
You do not have to complete the entire intake at once. Select Save and Resume Later if you need to locate additional information. You'll receive a private link that allows you to return and continue your intake later.
Have Business Income or Expenses?
If you are self-employed or operate a business, complete our Business Expense Worksheet in addition to your main tax intake. The worksheet gives Tax Pros a simple way to collect your annual business income, mileage, operating expenses, and business asset information.
Before You Start
Having your information available before beginning will make the process faster. Don't worry if you don't have everything available—you can save your progress and return later.
Ready to Get Started?
Start your Tax Pros intake online today. If you need additional information or documents along the way, simply save your progress and return when you're ready.
Start Your Tax Intake