How it works

1) Client creates My Tax Portal account

2) The client fills out a tax questionnaire

3) Client uploads tax documents to our secure portal

4) We review your documents and prepare your tax return

5) We send you your tax return documents on the portal to review and sign

6) You select to pay at checkout or use funds from your refund to pay

7) We E-File your tax documents to the IRS and State 

8) You're  Done!