Welcome to Regal Taxes

It's as easy as 1,2,3:
  Step 1: Create Client Profile (Click Here)
*If you have a profile, complete step 1 and 2 to login with your password*

Step 2: Submit Tax Documents and Required Filing Data 
(Client Portal)
   
 - Upload Tax Documents
  
       - 
Complete Tax Questionnaire
 
Step 3: Schedule Appointment
(Zoom)

*Please Upload Your Files Before Scheduling*

The Training page provides assistance setting up your customer account, uploading your tax files, or accessing your complete tax forms.

Step 1: Create Account (click accept on the email when received)
Step 2: Client Portal (upload documents for review on the secured Intuit website)
Step 3: Schedule Appointment (give us 24 hours to review your documents)

Message from Regina Gray

I am always looking for new ways to provide the best service for you.  This year, we are implementing new technology to increase efficiency and give you more control of the process. This includes a new scheduling system, creating your client profile, and the ability to access your tax documents using your login to the client portal. To make this process easier for you, I have created a few training videos to get you started and we have tech support to assist you as well.  See you soon!!!

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