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Business Taxes

Follow these steps to file virtually:

  1. Securely upload your documents to our website using the link below.
  2. You'll be issued a Client ID within 24 to 48 hours, and your tax will then be assigned to the first available Tax Accountant.
  3. A Senior Tax Accountant will contact you once your tax has been assigned to them.
  4. You have the option to complete the tax filing either through email, a phone call, or screen share.

For businesses, we need these documents:

  • Copy of your previous two tax returns, if filed with a different firm
  • Articles of Incorporation/Organization, if filing for the first year
  • Federal ID Confirmation (EIN)
  • S-Corporation Election Confirmation, if filing for the first year
  • Bylaws or Operating Agreement
  • Accounting details (Profit & Loss, Balance Sheet, Payroll Journals) or access to your QuickBooks account

All fields are required. If you are not part of a company, please type N/A.

We'll send you a confirmation email that you documents have been received in 24 - 48 hours.

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