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Start your tax return with us

It takes about 3 minutes. You'll review and sign our engagement letter online, then upload your documents from your Client Portal.

1Your details2Engagement letter3Optional consent4Sign

1. Your details

Full legal name *

Email *

Mobile phone

Tax year *

I'm filing a joint return with my spouse

What do you need help with?

Individual tax return Business tax return Bookkeeping Payroll

Will you claim any of these? Children or dependents, the Earned Income Credit, college tuition (American Opportunity Credit) or Head of Household status *

Yes No Not sure

If yes, the IRS requires a short questionnaire. We'll add it to your Client Portal.

2. Engagement letter

Please read it. It explains what we will do, what we need from you and our fees.

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I have read the engagement letter and agree to its terms.

3. Optional consent

This is optional and does not affect our services. It lets us send you tax tips, deadline reminders and news about our other services.

Yes, I consent for No, thank you

4. Sign

I agree to sign electronically. My electronic signature has the same legal effect as a handwritten signature, and I can ask for a paper copy at any time. A signed copy will be emailed to me.

Type your full legal name *

Your signature *

Sign here✕

Sent over an encrypted connection. Please don't enter Social Security numbers here; we collect those securely later.

Questions? Call (732) 500-5941 or email us.

Start your tax return with us

1. Your details

2. Engagement letter

3. Optional consent

4. Sign

You're all set!