Step 1

Getting Started

Engagement terms, process overview, and key dates

Completed
Untitled-17 Welcome & Process GuideHow your tax return works, step by step
Completed
Untitled-13 Engagement LetterReview our service agreement
1
Untitled-13 Engagement LetterReview our service agreement
1 file attached
Module complete

Please review and keep a copy of our engagement letter for your records. This outlines the scope of our services, fees, and mutual responsibilities.

Untitled-18 Important Dates & DeadlinesKey dates for your 2025 return
Step 2

Document Collection

Gather and upload your tax documents

Untitled-17 Required DocumentsComplete list of documents we need
Untitled-15 Upload Your DocumentsSubmit your tax documents here
15 Mar 0
Untitled-15 Upload Your DocumentsSubmit your tax documents here
Due on 15 Mar 0 files uploaded

Upload your tax documents here. We accept PDF, JPG, PNG, and Excel files. Please name your files clearly (e.g., “W2-Employer-Name-2025.pdf”) so we can match them to the right forms. You can upload multiple files at once.

You cannot upload files to a public portal.

Once you have uploaded all of your documents, click the “Mark as complete” button above to let us know you are finished. Please make sure everything is uploaded before marking this as complete — it is much easier for us to process everything in one go.

Untitled-15 Prior Year Tax ReturnYour 2024 return for reference
1
Untitled-15 Prior Year Tax ReturnYour 2024 return for reference
1 file attached

Here is a copy of your 2024 tax return for reference. You may need this for comparison or if any questions come up about carryforward items.

Step 3

Tax Preparation

Financial statements, draft return, and review

Financial Financial StatementsProfit & Loss and Balance Sheet
2
Financial Financial StatementsProfit & Loss and Balance Sheet
2 files attached

Below are the financial statements we have prepared based on your bookkeeping records. Please review these for accuracy before we finalize your return.

Untitled-20 Draft Tax ReturnReview your draft Form 1120
2
Untitled-20 Draft Tax ReturnReview your draft Form 1120
2 files attached

Your draft tax return is ready for review. Please look it over carefully, paying special attention to income figures, deductions, and the tax liability summary. Note any questions or corrections and let us know.

2. Design – Office Review Notes & QuestionsPreparer notes and items needing your input
0
Step 4

Review & Filing

Finalize, sign, and file your return

3. Communication Final Return for SignatureSign and return your completed Form 1120
2
3. Communication Final Return for SignatureSign and return your completed Form 1120
2 files attached

Your final tax return is ready for signature. Please review the completed return, sign where indicated, and upload the signed copy below.

Untitled-15 Upload Signed DocumentsSubmit your signed return and Form 8879
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Untitled-15 Upload Signed DocumentsSubmit your signed return and Form 8879
0 files uploaded

Please upload your signed tax return and any other signed documents (e.g., e-file authorization Form 8879) here. Once we receive these, we will file your return with the IRS.

You cannot upload files to a public portal.

Untitled-17 Filing Confirmation & ReceiptE-file confirmation and next steps
Step 5

After Filing

Payments, estimated taxes, and IRS resources

Financial Tax Payment SummaryAmount owed and how to pay
Untitled-18 2026 Estimated Tax ScheduleQuarterly payment dates and amounts
1. General IRS Resources & ToolsQuick links to IRS tools and forms
1. General IRS Resources & ToolsQuick links to IRS tools and forms
  • IRS.gov https://www.irs.gov
    Open
  • IRS Direct Pay https://www.irs.gov/payments/direct-pay
    Open
  • EFTPS (Electronic Federal Tax Payment System) https://www.eftps.gov
    Open
  • IRS Where's My Refund? https://www.irs.gov/refunds
    Open
  • IRS Tax Forms & Instructions https://www.irs.gov/forms-instructions
    Open