If you perform the task of filing taxes on your own it can be very stressful. Trying to find all of your documents? Equally as stressful!
If CPA’s could gather all your documents for you, we would! Unfortunately we can’t — so we created a safe and secure online portal to help get you organized. Once we on-board you as a client you we will grant you access to our safe and secure portal. You can do everything from a smart phone, Ipad, or computer saving you valuable time! To keep you organized here is a basic checklist to help gather some common documentation. Some items will not apply to you so use this as a general guide.
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