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Years Of Experience
Years Of Experience
Do I need all my tax documents ready before creating my profile?
No, you can create your profile now and upload your documents later. Starting your profile early ensures we can begin preparing your tax estimate as soon as you're ready.
How secure is my personal information in the tax profile?
Your data is safeguarded with state-of-the-art encryption and privacy protocols. We prioritize your security every step of the way.
What happens after I create my tax profile?
After creating your profile, you’ll answer a few simple questions about your tax situation and upload your documents. From there, our experts take over!
Can I update my information after I create my profile?
Yes, you can log into your profile anytime to make updates or upload additional documents.
How much does the tax estimate cost?
The estimate fee is $35 in January and February, and $50 from March to December for individuals. For businesses, it’s $50 in January and February, and $100 from March to December.
What if I don’t know which documents to upload?
Our tax questionnaire will guide you step-by-step, letting you know what’s required based on your situation. Need help? Message your tax professional directly from your profile!
Creating your profile only takes a few minutes. Completing the tax interview and uploading documents depends on your readiness but is simple and user-friendly.
You can contact us via email at [email protected], call us at 770.280.1082, or send a message directly to your tax professional from your dashboard. We’re here to guide you every step of the way! Can I create my profile on my phone?
When will my tax professional start on my tax return?
Once your profile is complete, your tax professional will notify you when they begin preparing your tax estimate and update you if any additional information is needed.
Yes, our platform is mobile-friendly, allowing you to create your profile and upload documents right from your smartphone.
Need Assistance...?
If you have questions or need more help, feel free to:
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Schedule Consultation
Or, you can Schedule a Free 15-Minute Consultation to talk directly with your tax professional.
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Our team is ready to guide you through the process and get you set up in no time!
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