HOW IT WORKS...

You will need a valid email address, a phone number that can receive SMS text messages, and a camera or scanner to upload your documents.

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Step 1: Fill out the Personal Information page with your name, phone number, and valid email address.

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Step 2: Your preparer will send you an information sheet to collect all the necessary info to prepare your tax return. 

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Step 3: Gather your documents. Scan or take pictures of your required tax documents using a scanner or smartphone. Send in the completed information Sheet and your tax documents. 

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Step 4: Your tax return will be prepared and sent to you for your final approval. You will receive a text message or email that allows you to eSign your tax forms.