Introducing a New Way to Work with Your CPA

Welcome to our Online Income Tax Process

Here's how it works...

1.  First, please log in and create a client account on the secure server (also referred to as your File Cabinet)

            It's free, no information is shared, and it creates a secure way for us to exchange information.

2.  Scan & Upload your W-2s, 1099s, 1098s, and other tax documents to your File Cabinet on the secure server. Or FAX (Toll-free 877-880-6463). Call or email if you have questions about what to send.

3.  After I receive your documents, I will send you a confirmation and request any additional information I need to complete your return. The confirmation will contain an estimate of my fees and tell you how long I expect it to take to complete your return.

4.  Electronic filing (E-file) is included at no additional charge. When your return is ready, I will upload a completed copy to your File Cabinet. You can download your return to your computer, archive the file in a safe place, and print copies whenever you need them

Questions? Remember, I am only a phone call or email away!