KANSAS CITY

   INCOME  TAX SERVICE

STEP 1

Start By Creating Your Secure Portal

Click on the Get Started Now button. You'll begin by creating a new password and signing in. Click here for a more in-depth step=by-step instructions

STEP 2

Follow Our Easy To Navigate Tax Organizer

Our tax organizer makes it easy to navigate by asking simple questions to determine the tax documents that will be needed for your return. You will be prompted to upload during the process or at a later time. We even provide a built-in document scanner in our phone app to make it easier. Once completed. you will be assigned to a tax professional that will introduce themselves and update you on the estimated processing time.

STEP 3

We'll Keep You Up-To-Date Of Our Progress

As you tax specialist continues the data entries and looking for the best tax deductions the fit your criteria you will be kept informed or our progress. During the process you may receive additional questions based on your information provided as we look for the best opportunities for your tax return.

STEP 4

Schedule A Face To Face Virtual Review and Complete

As we wrap up your tax statement you will be asked to schedule a convenient time for your face to face review through video conferencing. We review your tax return together and offer any suggestions for adjustments to make next year even better. You can then make payments and e-file your tax return with a few simple steps and then receive a copy of your tax return for your records.