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Returning Clients - The new 2-Step + 1

STEP 1

+1 Extra Step

STEP 1

Update your Online Client Organizer AND Upload your Documents here.                  NOTE: If you don't get a verification email, please call our office for assistance at          832-572-5400

Organizer & Document upload

STEP 2

+1 Extra Step

STEP 1

Review and Approve the Engagement Letter and Select your Service Level 

(Scroll to the bottom of this page).


Engagement Agreement

+1 Extra Step

+1 Extra Step

+1 Extra Step

If you have an LLC, complete the bottom section as well. This is required for compliance with the FinCEN Corporate Transparency Act starting in 2024.



LLC Info

We've got a new Document Portal. Look for our email to get access.

OPTIONAL: Schedule an appointment with the Tax Advisor

If you'd like to schedule a call with the Tax Advisor before we get digging into your tax return, please schedule a time right here

Schedule Here

Sign Engagement Letter & Select Service Level

Complete this section only if you own an LLC

Copyright © 2024  Next Tax Corporation - All Rights Reserved.

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