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If you are a NEW CLIENT, please use the button below to complete the
NEW CLIENT FORM.
NEW CLIENT FORM
STEP BY STEP
STEP BY STEP
1. GATHER REQUIRED DOCUMENTS FIND LIST HERE
2. SAVE YOUR DOCUMENTS AS FILES (SCAN OR SAVE FILES/IMAGES/PICTURES ON YOUR COMPUTER, iPAD, PHONE, ETC.)
3. CLICK THIS LINK OR BUTTON BELOW: UPLOAD/DOWNLOAD DOCUMENTS TO SEND YOUR FILES TO US.
WHEN ONE OF OUR TAX PROFESSIONALS HAS COMPLETED YOUR RETURN, YOU WILL RECEIVE AN EMAIL TO LOG ONTO YOUR TAXDOME ACCOUNT. YOU THEN "E SIGN" AND RETURN FOR US TO FILE ELECTRONICALLY. IF YOU ARE DUE A TAX REFUND, IT WILL BE DIRECT DEPOSITED INTO YOUR BANK ACCOUNT IF YOU PROVIDED BANK ACCOUNT INFORMATION.
We will be contacting you about your returns, so be sure to provide current contact information. Email is our primary method of contact. If you do not use email, please provide a phone number and indicate whether text is acceptable.
YOUR RETURNS MAY BE DELAYED IF WE ARE UNABLE TO CONTACT YOU.
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