Here's how in-person tax preparation works:
Get started by clicking Get Started above. One of our Tax Specialist will reach out for you to complete a client intake form.
Let us help you get organized before your appointment. New clients can expedite their process by filling out an intake form, and uploading documents through our Online Portal.
Just review, approve and sign your completed return virtually through our Online Portal, or stop by and your Tax Specialist can walk you through it.
We Can Help With
Documents list
This list is just an example of what you may need to bring. Your Tax Specialist will let you know what documents you will need to bring.

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Disclaimers
Our company believes in full transparency. We do not profit from, or benefit from any bank product service fees. This includes Refund Transfer fees, NOW Advance Fees or any service fees we charge to use these services. We offer these services as a convenience to our clients, who all have unique needs and face different circumstances.
Service Exclusions -
We do not currently file returns for the following states, IOWA, MARYLAND, OREGON, NEW YORK and CONNECTICUT.
We do not currently file returns for BUSINESSES. This includes 1065, 1120, 1120S, 1041, 990, 706 and 709.