TAX RETURN PROCESS

PLEASE FOLLOW THE STEPS BELOW:

1. Review and sign engagement letter via link

2. Create client portal and upload documents via mobile app link

3. Allow tax preparers 72 hours to Review, Research, and Lower your Taxable income for the Max Refund.

  • Use a gmail account & print off what to upload to your client portal.

  • Watch this short 6 minute video of what to upl

    *NO bank statements & NO receipts please*
    (Business owners must calculate per the PDF & video demonstration)

  • These documents are required to upload on the client portal for clarification

THESE ARE MANDATORY:

  • Drivers License

  • Social Security card for everyone on taxes

  • Previous years tax return(Does not apply to previous years clients)

  • Earnings Statements (W-2, 1099-NEC<Considered Self-employed>, Etc)

  • Advance Child Tax Form & 3rd Stimulus (Did you get it? How much?)

  • Voided check or screenshot to deposit funds.

  • If your business received money via Cash app. follow these instructions.
     

**Please keep in mind any forms not uploaded or included in your tax return, may cause the IRS to believe you are understating your income. Which may lead to you owing the IRS money. Which may lead to an amending a tax return. Which would require an additional fee.**

4. Once return is accepted you will get a notification on how to check the status on the IRS portal when they will fund you.

Most tax returns are funded in 7 business days.  However, it may take up to 21 business days.  Below you will find the IRS turnaround time to receive your return.

THANK YOU FOR YOUR BUSINESS!