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How To Get Started

Step 1: Get Information

Things you'll need to start your tax preparation process:

  • W-2

  • Dependents Names, Birthdays & Socials

  • 1098-T (College Students)

  • Self-Employment Verification ​

  • Mortgage 1098

  • ID/Drivers License

Even if you don't have all of your documentation still make the appointment!!!

Pink Sugar
Step 2: Make Your Appointment

After you have gathered your information make your appointment, The appointments are at no cost to you. You can find the appointment tabs at the top right corner of the websites labeled " Filing Inquiry/ Estimate" and "Book Now".

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When you make your appointment you will be emailed or texted a link to our mobile app or email whichever is easier for you to access. You will upload all of your documents so that we can began on your estimate, whether you are booking just an estimate or tax services we will do an estimate and discuss the estimate at our scheduled consultation,  and confirm whether you are ready to file.

 

Because of our competitive low cost filing fee sometimes our booking slots are full If that is the case please call 3186936510. 

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