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Online Class

Virtual Tax Clients 

Follow these "Fresh Steps" to have your taxes completed in a timely manner


(Please read all of STEP 1 before starting tax process)

1) If you need to make an appointment with Fresh Start, Please click here:

Click here for Taxes To Go App:

If you need to file for a previous tax year, please upload documents in the Document Upload Form below instead of Taxestogo App

Click Here for the list of Documents needed to file a Tax Return

Once you are done uploading those documents, please proceed to click on the next links to finish your intake that pertains to you and/or your business:

For W2, Self-employed (Sole Proprietors and LLC Elections), & 1099 Contractors Only

1. Tax Client Intake & Engagement Form

For Corporation and Partnership Only

1. 2022 S Corporation Tax Organizer

(If Applicable)

2. 2022 C Corporation Tax Organizer

(If Applicable)

3. 2022 Partnership Tax Organizer

(If Applicable)

Tax Amendments only:


Your Tax Professional will complete your return and contact you, if necessary with any questions or concerns.


Each client will be entered into our Client CRM and receive an email regarding the final findings for your tax return. This information will include your return amount or the amount that you may owe, along with the final price for the service.


Once the terms are accepted, the client will need to:

1) Sign the Return (The Tax Professional will give instructions from here)

2) Fill out the Consent Forms below:


The Pay Options will be discussed with the client. Once all details have been discussed, an invoice will be sent to the email on file.

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