Helpful Links

3 Steps to Get Started With 2023 Tax Preparation

Step 1: Complete tax questionnaire

Tax Preparation - 2023 Questionnaire

New clients will also fill out:

New Client Questionnaire

Step 2: Sign Engagement Letter

Tax Preparation - Engagement Letter

Step 3: Provide copies of tax documents

Client Portal Access

Direct File Upload Link

For a list of potential documents, see below:

Common Tax Prep Items List

ADDITIONAL LINKS AND INFORMATION BELOW

IRS/State Links

ALL States: Payment Site Info

Prepay State Taxes-PTE workaround

IRS: Make a tax payment

IRS: Setup online payment plan

IRS: Quarterly Estimated Payment

IRS: Where's My Refund?

LLC / Entity Setup Info

50 State LLC Name Search

Form Your LLC with us Today

Corporate Transparency Act — Beneficial Ownership Information Reporting

Additional Information

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