How It Works
1.
Contact Us to Get Started
Please give us a call at (480) 802-5636 or fill out the contact form below to get started. To start the process, we will need your name, email, phone number, and SSN.
2.
Create a Client Profile
Documents are shared through a secure, online portal. We will send you a link to set up your account. It’s quick and easy! You will only need to create a password and confirm your information.
3.
Upload Your Documents
Gather your tax-related documents and upload them to your client portal. We will also need a copy of a valid government-issued ID for you (and your spouse, if applicable) and social security cards for everyone on the tax return. If you have dependents, we will also need their birthdates.
4.
Your Tax Preparer Will Call to Review
Once your return has been completed by your tax preparer, they will give you a call to review your return and collect payment.
5.
Identity Verification and Signatures
After reviewing the documents with your tax preparer, you will need to sign them electronically. You will also be asked a series of questions found on public records to verify your identity.
6.
All Done!
You’ve now successfully filed your taxes with an experienced CPA without even leaving your home!
Contact Info
Address
1839 E Queen Creek Rd, Suite 4
Chandler, AZ 85286
Phone Number
(480) 802-5636
Email
We are always ready
Online Tax Prep Inquiry
Please provide the following information so that we can get you set up to do your taxes remotely with one of our tax preparers. You will receive an email with an invite link to our client portal within 24 business hours.