Tax Software

Schedule your Appointment Today!

Schedule your Appointment Today!Schedule your Appointment Today!Schedule your Appointment Today!

Schedule your Appointment Today!

Schedule your Appointment Today!Schedule your Appointment Today!Schedule your Appointment Today!
  • Home
  • Services
    • MY TAX PREP PORTAL
    • CAA Agent Services
    • Bookkeeping
    • Credit Readi
  • Majestic Tax Pro
  • Become a Tax Hero DIT
  • Q & A / About US
  • Events
  • Contact Us
  • More
    • Home
    • Services
      • MY TAX PREP PORTAL
      • CAA Agent Services
      • Bookkeeping
      • Credit Readi
    • Majestic Tax Pro
    • Become a Tax Hero DIT
    • Q & A / About US
    • Events
    • Contact Us
  • Home
  • Services
    • MY TAX PREP PORTAL
    • CAA Agent Services
    • Bookkeeping
    • Credit Readi
  • Majestic Tax Pro
  • Become a Tax Hero DIT
  • Q & A / About US
  • Events
  • Contact Us

MY TAX PREP PORTAL

CLICK THE LINK BELOW TO GET STARTED
MY TAX PREP PORTAL LINK

Client Intake Form

Client Forms

Download, fill out and attach our client information forms below so we can prepare for your appointment.

Tax-Prep-Checklist 2 (pdf)Download
Engament letter 2023_FILLABLE (pdf)Download

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  • CAA Agent Services
  • Credit Readi
  • Majestic Tax Pro
  • Become a Tax Hero DIT
  • Contact Us

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