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We're excited to help you streamline your finances and maximize your results. Our team of experts is already reviewing your request.
What to Prepare
Once you receive your portal invite link, please upload the following documents to get started:
- Previous year's tax returns (if new client)
- W-2s, 1099s, and other income statements
- Business expense records (for business owners)
- Valid government-issued ID
- Social Security numbers for all dependents
Common Questions
Our portal is powered by TaxDome and utilizes industry-leading security protocols to keep your information safe:
- Bank-Level Encryption: 256-bit SSL encryption.
- Secure Infrastructure: Amazon AWS servers.
- Compliance: SOC 2 certified & GLBA/IRS compliant.
For full details, view the Security Policy here.
Regular Office Hours
Mon-Fri 9am-5pm
Tax Season Office Hours
Mon-Fri: 8am-8pm | Sat: 9am-2pm
Absolutely! We offer flexible virtual consultations.
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