You’re in!
Your tax seat is saved.
Here’s what happens next.
Your $200 deposit is in, and it goes toward your total. Keep an eye on your inbox: your client portal invite is on its way within one business day.
Don’t see it? Check your spam or promotions folder, or reply to your confirmation email and we’ll resend it.
Your next steps
From saved seat to filed return, one step at a time.
Within one business day
Check your inbox
Your client portal invite arrives by email. Log in and you’ll see everything in one place.
In your portal
Sign your agreement
Review and sign. Your remaining balance is scheduled up front, so there are no surprises.
After you sign
Your bookkeeping review
A $297 value, included when you reserve by November 30. We tell you where your books stand, plus a proposal if they need a catch-up.
First week of January
Your organizer opens
Upload your tax documents as they arrive. We’ll tell you exactly what we need.
While you wait
Want a head start?
Start gathering these.
No need to send anything yet. When your organizer opens in January, you’ll upload it all in your secure portal.
Your 1099s and any other income forms as they arrive
A mileage log or your shoot calendar, so we can rebuild one
Receipts for big purchases: cameras, lenses, computers
W-9s from any second shooters or editors you paid
Last year’s tax return, if we didn’t prepare it
questions? just reply!