Ready to Move Forward?
Step 1: Decide How You'd Like to File (Online or In-Person)
Online: Your documents will be submitted electronically, and no in‑person meeting is required. Most returns are completed within 2–3 days.
In‑Person: We will schedule an appointment together, and your return will be prepared and completed during that scheduled session.
Step 2: Online:
Navigate to the ‘Client Intake Form’ tab on this website. If you’re using a mobile device, tap the three lines in the top‑right corner to open the menu. Complete the Client Intake Form and upload all tax documents for the applicable tax year, along with a picture of your ID.
Step 2: In-Person
Navigate to the ‘Book Online’ tab on this website. If you’re using a mobile device, tap the three lines in the top‑right corner to open the menu. Select the appointment time that best fits your schedule.
Step 3: Online:
Look out for an email titled ‘TaxStatusNow.com’. Once received, click the link inside to set up your account. This will allow you to review your tax summary as soon as it’s ready.
Step 3: In-Person
Please keep an eye out for a confirmation email with the details of your appointment. Be sure to bring all required tax documents, along with a valid ID, to your scheduled visit.