1. Complete our tax return evaluation by submitting our form, or via phone discussion for a free quote to prepare your specific tax return.
2. After we evaluate your situation, we'll send you our quote for completeing your return.
3. When you approve our quote, sign and return our engagemnet letter to us.
4. Send us via secure email your prior 2 year tax returns, W-2's, 1099's, K-1's, etc. Including all your supporting documents for your return.
5. Ceritfy that you have submitted all the necessary documentation for your tax return.
6. We prepare your return, complete it, and send you a draftcopy for your review and approval.
7. When you approve your return, you will sign and send your approval and send payment to our E-Z payment system.
8. When we receive confirmation of your payment, we will E-File your return with the IRS/States/Treasury Department and send you a PDF copy of your return(s) for your records. We accept most major credit cards and debit cards. We also accept wire transfers to our U.S. bank. Payment is also accepted on our website through PayPal.