SMARTPHONE EFILING
Use your Smartphone to File your Taxes. Just follow the link to "TaxesToGo®️". It will prompt you to download the app so that you can:
- Create a Password and Enter Your Personal Information
- Verify Your Identity
- Snap a Picture of your Tax Documents so they can be automatically uploaded into your tax return.
- Sign your Tax Documents during your One-on -One Virtual Tax Session.
- On Demand Access to a copy of your Tax Return for one (1) Year.
- Tax Return Efile Status
- Chat with your ERO (SMS rates may apply per your carrier)
Device Requirements
- Web Connection (Personal Wifi or Mobile Data)
- DO NOT USE A PUBLIC NETWORK or HOTSPOT
- Updated to the Lastest Software Version
- Make sure device is at or above 70% Charged.
- Capture Documents on a Flat Surface in Well Lit Area
- Web Connection (Personal Wifi or Mobile Data)
RESERVATION POLICY
The $25 You Pay Today reserves your Secured Client Portal. It will be deducted from your final tax preparation costs but is non refundable.
FYI- Don't Miss Out!
The 25% Off Discount on Tax Prep Fees expires 3/1/2024 so reserve yoru spot today.
Expected Turn Around Time
“We meet or exceed the IRS requirements of transmitting your return within 3 days after receiving all of your tax documents."
After reserving your Client Portal, Expect a Welcome Call, followed by an email to select a date and time to meet so we can discuss your tax summary, answer any of your questions and provide you with tax tips or suggestion that will benefit you next tax season.
TIP: TUESDAYS AND WEDNESDAY's typically have more meeting slots available.
Audit PRO
Each Tax Return comes with these peace of mind benefits:
● Audit Assistance for Individual Federal and State returns
● Assistance with unfunded returns and denied credits (EITC, Education Credits, Child Tax Credits)
● $2,500 Reimbursement payment to cover any Penalties, Interest & Tax Liability in the event of a Legitimate preparer error (Not available in WA)
● Assistance with prior tax years
● Tax return will be covered for 3 years from the filing date
● Tax debt relief assistance
● Assistance with denied Premium Tax Credit
Forever Good Credit Repair Service
Another Financial Health Benefit. Recommended for taxpayers who are planning to make a big purchase soon, and would like to build credit to improve their TransUnion, Equifax and Experian Credit Scores all across the board. They also help with deletion of Judgements & Collections. Cost is one flat fee of $289.00 added to your final tax preparaton costs.
Refund Transfer
There are times when customer wants to pay for their tax preparation, Forms, and Efile fees directly from their refund. And we are happy to offer this service as a convienence for an additional fee.