top of page
Home
Subscribe & Save
Reg. Rate $270/Hr.
Services
Payroll
Testimonials
FAQs
More
Use tab to navigate through the menu items.
1040 Steps
Set Appointment
Upload Files / Client Portal
New Client Info
1040 Steps for 2023 Returns
Please hit each button to complete that step.
The Blue EZ Step by Step Buttons
Save Clients Billable Time
Sign the 2023 1040 Tax Engagement
Make Deposit to Start Work - Click Here
Fill Out Tax Questionnaire (15 Min)
Login & Upload Forms to Checklist
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
bottom of page
