Secure Submission of Your Information Form*

Info Form

Taxpayer Name

List MI Name in First name Field

First Name

Last Name

Phone

(###)

###

####

Address

Current Address (No P.O.B)

Job Title (Occupation)

Tell us how do we help you

Include All Sorts and Numbers of Tax Form(s) and Document(s), and/or Issues you would like us to consider about

How did you hear about us?

Please note: Submitting your Information Form is secure.

You will be emailed a secure link to upload your tax documents once you complete the form.

*Submitting Info form is considered consent and commitment to pay for tax preparation and filing fees.

You will upload your tax document(s) via a secure link sent to your e-mail inbox, or you can choose to mail in your tax documents.
We will schedule another call over the phone or in-person to ask and answer any questions.
I will prepare your tax return(s) and be available by phone, text, or e-mail throughout.
You will receive and review your tax return(s), and sign e-file consent so your return can be electronically filled.
You will receive a bill through e-mail for tax preparation payment and any filing fees and can pay through a secure payment portal.
You will receive a copy of the authorized letter confirming the successful e-filing acceptance of your tax return.