Tax Prep: New Clients

Tax Preparation for New Clients

Have we prepared your taxes before? Save time by visiting Tax Prep: Returning Clients. The process is about the same as noted below, but we’ll have you fill out an organizer that’s based on your previous years’ taxes.

Getting started is easy!


1. Contact us to provide your essential info.

We use a secure file portal to protect your confidential tax information. This helps protect you from identity theft in case your email account is ever compromised.

Please only disclose your SSN or ITIN to us by phone, fax, or during a face-to-face meeting. Remember to book an appointment so you’re sure we’ll be here and available to meet with you.


2. Open the activation email for your secure file portal.

This creates your account. Once it’s activated we can send and receive information.


3. Upload all of your tax docs (W-2s, 1099s, etc.) and fill out a tax organizer

The secure file portal lets you take photos, upload PDFs, and message with us through the portal. It even works on your mobile device!

If this is your first year that we’re preparing your tax return we’ll need a copy of your most recently filed tax return. This lets us find carry-over items and other things that may make a big difference in the return that we’ll be preparing for you.

We have a general organizer (questionnaire) and also have worksheets for specific matters that may pertain to your tax return, such as if you own a rental property, own a small business, etc.

Need help? Don’t hesitate to call, email, or schedule a meeting!

Sending us information:

  • Use the Secure File Portal! It’s safer for you and easier for both of us.
  • No scanner? Take a clear, well-lit, full-page photos of your tax docs and upload them to your secure file portal. Other options are mailing, dropping off in our office’s brown locking box on the front porch downstairs, or faxing to 407-246-5551.
  • We’re usually at the office from 9AM to 5PM Mon-Fri, and often during evenings & weekends. Please call 407-246-5555 to confirm before stopping by outside of normal business hours.
  • We recommend that you keep copies of original documents sent to us. When we get original docs we do our best to scan and save them immediately, but it’s better safe than sorry.


If you have any questions or concerns please feel free to contact us.