Now that we have your contact information, we will send an email with an invitation to create your Intuit profile and upload your tax documents. Once your documents are received, move on to Step 3 - Schedule Appointment. Use the Schedule Appointment button on the home page to select a time best for you.
Step 1: Create Your Client Profile
Start by completing the form on this page. You will receive an email with instructions to upload your files to a secure folder and schedule your appointment within 24 hours.
