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Subscriptions
New Client Steps
Tax Time Steps
Portal Login
Book Appt
Steps for Personal Returns
Please hit each button to complete that step.
The Blue EZ Step by Step Buttons
Save Clients Billable Time
Sign an Income Tax Engagement
Make Deposit to Start Work - Click Here
Fill Out Tax Questionnaire (15 Min)
Login & Upload Forms to Portal
Or, Call to Make Deposit
Or, Request an Email with Form
Or, Set Drop Off & Scan Appt.
Set appointment to Review & Sign
Our staff is available M-F 9-5 CST
* Appointments are billable time
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