APPOINTMENTS and DOCUMENT UPLOADS

We are anxious to meet with you and give you our very best service.

This process is easy!

  • Review the Checklist and download your needed docs from Resources & Forms (if needed) and fill them out.

  • Fill out the short form on this page with your information.

  • Upload your document files and Click SUBMIT. An ajent will call you back within 4 hrs to schedule your appointment.

  • Wait! How safe is this???

    Great Question!

    Our site is protected by an SSL (Secure Sockets Layer) protocol which is essentially the safest method of data transfer over the internet, used by all major retailers and corporations. This means your information comes straight to us only in encryption so it meets the highest standards available for data transfer. We take securing your information very serious! Furthermore, you never have to worry about us sharing any of your information with anyone else but the IRS.

The security of your personal information is our priority!

Upload Paperwork Here

Note: If you have multiple files to upload then please (ZIP) the files and upload.

If BIG Refunds – FAST… are what you’re looking for – you are in the perfect place. Ask The Tax Coach Why!