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We've streamlined our service to cater to your needs.

With many of our clients out of state or on the move, we've been trying out new ways to make sure you're taken care of every tax season...

That's why we're excited to introduce our new online service!

Why use our service in comparison to others?
 
1. Other companies sell your information. 
 
2. Taxpayers made 2.6 Million math errors on tax returns filed in 2023(see data from IRS here).

Sometimes doing your own return can be costly.

3. We're a locally owned professional business committed to your benefit, well-being, and safety online.

For no additional cost, and all the added convenience, we handle all of your tax needs on our end while you kick back and relax.​

When your taxes are finished, we'll send you an email giving you the summary, a link to fill out one final form, and presto! No appointment needed, no phone call interviews, no additional fees, and a stress-free guarantee!

To get started, simply fill out the form below using the instructions provided, and watch the paint dry while we take care of the boring stuff!

Online Client Interview Sheet

Are you a new or previous client?
New Client
Previous Client

Personal Information

Date of Birth
Month
Day
Year

Please Note: We need an email from you for communication purposes. If you are unable to provide an email, we will be unable to do your taxes online**

Do you have a business or business income?
Yes
No
Were you a student for the current tax year?
Yes
No
Are you permanently and totally disabled?
Yes
No
Do you have any debt with the IRS?
Yes
No
Are you legally married?

Dependents

How many dependents are you claiming this year?
None
1
2
3
4
5
6

Document Upload

Use this file upload button for any and all tax documents you have for the current year (W2s, 1099s, etc.)

Use this file upload button to upload your state-issued ID (and your spouse's if applicable), and all social security cards for each individual on the return (including dependents).


**If for any reason you do not have the required documents, upload a picture of the written Social Security Numbers associated with each person on the return.

If you have any specific notes or instructions for your tax preparer, please let them know in this space!

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