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Start Your Tax Filing

Complete the secure intake form below to begin your tax preparation process.

Before you begin, please have:

SSN or ITIN
W-2 / 1099 documents
Dependent information (if applicable)
Prior-year return (if available)

🔒 Security Notice: Do not email or text sensitive documents. Upload files only through this secure form. By submitting, you agree to our Privacy & Data Security Policy (WISP).


What Happens Next

After submission:

 

We review your intake within 2–3 business days

We contact you if anything is missing

Payment is required before e-filing

No return is filed without your approval

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