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.
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.
Start
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
in the Blue Ridge Mountains.