Our secure portal is designed to take you through a step-by-step process that gathers each piece of information and documentation we need to prepare accurate tax returns on your behalf. We will take it one step at a time!
At a bare minimum, all tax returns will always require your full name, mailing address, taxpayer identification number (SSN), telephone number, email address, date of birth, copy of a valid photo ID, and any income documents you've received.