steps
Business Return
Follow these simple steps to have your business return completed by one of our qualified tax professionals.
Create your account and select service
Click here to create your account in our client portal. When signing up, choose the business form you would like us to prepare.
Fill out the organizer
You will be automatically assigned an organizer to complete. In this organizer, you will provide general information about your business and upload your financial statements.
Sit and relax
After you submit the organizer, we will start preparing your return. We will let you know if we need additional information using our portal’s built-in chat. You can also ask us any question using this chat.
Review the results
Once we have finished preparing your return and it has passed an accuracy and completeness test, we will make the first page of your return available for review which shows the amount of net income or net loss, and tax due (if a C-corporation). We will also send you an invoice for our fees.
Pay for our fees
If you are satisfied with the results, simply pay for our fees on the portal.
Review your return
After you pay the full fees, a complete version of your return will be made available for you to review. You can request any changes if you like. We will not charge you additional fees for minor changes.
Approve your return
Once you have reviewed the return and do not need to make any changes, let us know by marking the return as approved.
We file your return
We e-file your return (if applicable) with the IRS and/or state. Shortly after your return is accepted, we will send you the file copy of your return as well as confirmation of receipt by the IRS and/or state.
