Safe
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Reserve Your Client Portal
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Follow your personalized link to download the TaxesToGo app
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Create a Unique Password
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Receive an Assigned Token Key.
Only Share this Key with your ERO when requested.
Easy Upload
Quickly and securely send your tax documents to your professional preparer from your mobile device without ever having to visit an office.
You can Upload your .doc, .pdf , .xsl or just snap a photo of your tax documents.
After providing information and uploading your documents, Your ERO will start preparing your return and will contact you for a Live Virutal Tax Session in a secured setting.
“When Using Taxes To Go App, Be sure to Complete each field,
do not leave any field blank.”
Reserve Your Client Portal
Introducing "TaxesToGo", our newest technology designed to give our clients a way to upload documents, prove their identity and much more, Click on the Smartphone to get started.