Step by Step

Our Simplified Accounting Process

  • Click this link to request client access – access information should be emailed to you within 24 hrs. Or if you prefer call 801-618-2132.

  • First review, print and sign our terms of engagement and upload it back to us. Then provide your personal information securely using our online tax organizer
    (For returning clients prior year information will be provided)

  • Securely upload your electronic support forms, including:
    W-2’s, 1099s, 1098s, K-1, etc.

  • Submit your completed online organizer, and we will be automatically notified that you are ready for us to process your return.

  • Once we have completed your return, a draft will be uploaded for your review. You will be notified by email as soon as your return is available online.

  • Once you are satisfied with your return – print, sign and upload your signed E-File Authorization form 8879 to us and we will electronically file your return.

    If you prefer, you may fax the signed form to 253-514-6133.

    Note: Returns are filed electronically to the extent possible. In the event a paper return is required, we will contact you and upload or mail you the appropriate documents.

  • Once your return has been filed, a final copy will be uploaded to your secure client account where you will have 24/7 access to both your return and supporting documents for up to seven years following the filing date of the return.