steps
Form 1065
Create your profile
Click here to create your account in our portal and select “Partnership Return” as the service requested.
Fill out the organizer
Once logged in, fill out the organizer that shows in your dashboard.
We review your information
We’ll review the organizer and ask you for any other information needed to correctly prepare your return.
Pay for our fees
Once we have prepared your return, we’ll send you an invoice for our fees.
Review the results
After payment is confirmed, we’ll send you a copy of the completed return for you to review.
Approve the return
Once you are satisfied with the results, let us know in the chat.
We file your return
We e-file (if applicable) your return with the IRS and provide you proof of submission once it’s accepted.
