Client Intake Portal
Complete the steps below to begin your tax preparation. Everything is online and secure.
Get Started In 4 Easy Steps
Complete each step in order for a smooth, accurate return.
- 1
Engagement & Consent Forms
Review and sign your engagement agreement and consent forms. This authorizes us to prepare your return.
Complete Forms - 2
Client Intake Questionnaire
Answer questions about your household, income and life changes so nothing is missed.
Start Questionnaire - 3
Upload Your Tax Documents
Download the TaxesToGo app and securely upload your W-2s, 1099s and other documents.
Get The TaxesToGo App - 4
Self-Employed? Schedule C Questionnaire
If you have business or side-hustle income, complete this questionnaire for your income and expenses.
Self-Employed Form
Please never email your Social Security number or tax documents. Use the secure forms and the TaxesToGo app above.
Interested in a refund advance of up to $7,500? Let us know on your intake questionnaire. A refund advance is an optional loan from a participating bank; approval is not guaranteed.
Need Help Getting Started?
Questions about the intake process? We're here to help.