Step 1

Sign Engagement Letter & Pay Retainer

Let’s get started! Sign the engagement letter and pay your $275 retainer.

The $275 retainer is applied to your total tax prep fee. The final balance due for tax prep must be paid before e-filing of your tax returns.

Sign Engagement LetterPay $275 Retainer

Step 2

Complete Tax Organizer

You must complete a tax organizer for tax prep. This step should take about 20-30 minutes to complete.

You have two options here-

1) Complete our online tax organizer by clicking “Start” below; or

2) Click here to download a six-page PDF to complete by hand.


Step 3

Upload Tax Docs

Once you’ve completed steps 1 and 2, please upload your tax docs by clicking the Secure Upload button below.

You can revisit this upload link as many times as you want to upload any additional docs. You’ll enter your name with each upload, so we know who the docs are from.

Secure Upload