Online Tax Prep
File your taxes from the comfort of your home with one of our experienced tax preparers. We use a secure client portal and an identity verification process that adheres to all IRS and bank regulations.
Please provide the following information so that we can get you set up to do your taxes remotely with one of our tax preparers.
How It Works:
1.
Contact Us to Get Started
Please give us a call at (360) 922-0235 or fill out the contact form above to get started. To start the process, we will need your name, email, phone number, and SSN.
2.
Activate Your Client Portal
Documents are shared through a secure, online portal. We will send you a link to set up your account. It’s quick and easy! You will only need to create a password and confirm your information.
3.
Upload Your Documents
Gather your tax-related documents and upload them to your client portal. We will also need a copy of a valid government-issued ID for you (and your spouse, if applicable) and social security cards for everyone on the tax return. If you have dependents, we will also need their birthdates.
4.
Review Your Tax Return
Once your return has been completed by your tax preparer, you will receive a draft of your tax return to review. If you have any questions or additional changes, please feel free to reach out to your tax preparer.
5.
Sign & Pay
After reviewing your tax return for accuracy, you can pay and sign them electronically. You will be asked a series of questions to verify your identity.
6.
All Done!
You’ve now successfully filed your taxes with an experienced tax preparer without even leaving your home!