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Ready to File?

STEP 1: Start Here.

Start the filing process by completing our Client Information Form and Uploading your Documents to our Secure Website. Our Tax Preparer will be happy to discuss your situation once we review your documents. 

STEp 1: questionnaire and uploads here

STEP 2: Service Agreement & Options

STEP 3: Schedule your call or meeting with the Tax Advisor!

Once you completed the above section, then click here to set up your Call with the Tax Advisor!

Schedule Your Meeting with a Tax Advisor

STEP 4: If you have an LLC that reports as a SOLE PROP (Sch

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