Have your return prepared with no need to visit the office. Here's how it works:

  • Send us your documents. You can mail, fax or scan/upload your documents to our secure server. Call or email if you have any questions while gathering your documents. If you have a Skype account and webcam we can actually look at your documents to let you know what we require.
  • After the draft return is prepared, we will call or email to discuss any questions or comments we may have regarding your return.
  • Once your return is complete you can review it by downloading it from our secure server or we can mail a hard copy. We can also email a password protected copy of the return. Although not as secure, some clients prefer this method.
  • After you review and approve the return, simply sign the efile authorization forms and return to us via fax, mail or scan/upload. Once we recieve the signed forms your return will be efiled.

 

 

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