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:
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:
For Corporation and Partnership Only
Tax Amendments only:
Your Tax Professional will complete your return and contact you, if necessary with any questions or concerns.
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: