Secure process Guided steps Real support available
Privacy Terms 626-584-6666

Start your Drop-Off or Digital Return

Answer a few quick questions so we can send you the next steps. If you have documents ready, you can upload them after submitting.

What happens next
  1. 1 Submit this form (takes 2–3 minutes).
  2. 2 Send us your documents
  3. 3 We review your documents, check for possible missing documents, and prepare your return.
  4. 4 Setup a quick over the phone appoinment with you to go over the return.
  5. 5 You e-sign, then we file.

Tip: For new clients please upload last year's return to ensure maximum results.

Digital filing intake

We only ask for what we need to get you started.

If you have urgent questions, call 626-584-6666.