How to Sign Up for Our Services
Step 1: Determine the Number of Returns
To get started, simply enter how many returns you’d like to file with us.
A return represents a single individual or a single business. For example, if you have a family of 4 (including yourself) and a business, then you would need 5 returns in total (4 individuals + 1 business).
Step 2: Select the Forms for Each Return
Next, for each return, select the forms that would apply.
Step 3: Review Your Selections and Enter Contact Your Information
After selecting all the forms that apply for each of your returns selected, you will be asked for your full name, email address and the best number to reach you.
Before submitting your information, be sure to review the summary of the services you selected to ensure everything is correct. Please note, the pricing information is simply an estimate based on the services you request. The actual total can vary based on how much work our staff determines is required for your specific needs.
Step 4: Submit and Wait for Follow-Up
Once you’ve verified that everything is in order, simply submit your information and our staff will follow up with you to finalize payments and arrange for file-sharing. You will also receive a copy of your request in the inbox of the email that you entered in Step 3.
That’s it! Following these simple steps will ensure a smooth and efficient tax-filing process. If you have any questions or concerns along the way, please don’t hesitate to reach out to our friendly support team for assistance. We’re here to help you every step of the way!
Please note: The overall process is subject to change. We continuously strive to improve our services and streamline our processes for the benefit of our clients. Therefore, the steps outlined above may be updated or modified over time. We recommend checking our website or contacting our support team for the most current information. Thank you for your understanding and cooperation.