Upload your documents to our office or view documents we have placed in your portal. 

Need to know the status of your refund?

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What you will need:

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• Social security number or ITIN

•  Your filing status

•  Your exact refund amount

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At the time of your meeting for a virtual session, click here to join the video conference.

3 STEPS TO CONNECT:

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1. Be sure to allow your computer or mobile phone the video and microphone access for the site.

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2. Enter your name

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3. Knock (the conference room is locked, we only allow access by name identification coupled with your appointment time)

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Complete this intake packet to aid us in understanding what taxable events occured. This enables us to ensure your tax return is prepared with accuracy. 

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Once started, you may not be able to save, depending on the device used. You need about 15-20 minutes to complete.

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