Virtual Tax Clients
Follow these "Fresh Steps" to have your taxes completed in a timely manner
STEP 1
(Please read all of STEP 1 before starting tax process)
1) If you need to make an appointment with Fresh Start, Please click here:
2) If an appointment isn't needed, please download the "Taxestogo" 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:
1. Tax Client Intake and 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:
STEP 2
Your Tax Professional will complete your return and contact you, if necessary with any questions or concerns.
STEP 3
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.
STEP 4
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:
STEP 5
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.