Tap to get tax software that can assist you with credit education, ensuring you understand your financial options. Additionally, our tools can support your credit restoration efforts while connecting you to a personal credit advisor for tailored assistance.

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

Tax Preparation Portal

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

Client Intake Form

Client Forms

Please download, fill out, and attach our client intake form along with the tax preparation checklist below, so we can prepare for your appointment in our tax prep portal.

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

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