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Start Filing Tax Return

Start Filing Tax Return

6 Simple Steps to File Your Tax Return Today with a CPA

STEP 1

Request access to your secure client portal by submitting your info here

STEP 2

You will receive a welcome e-mail with instructions.  Please read it carefully. 

STEP 3

Upload the following documents on your secure client portal.

  1. Tax Organizer https://mlnaccounting.com/wp-content/uploads/2023/01/2022-Individual-Taxpayer-Organizer-NEW-CLIENT.pdf
  2. Driver’s license for you and/or your spouse
  3. 2022 Tax Documents
  4. Prior year tax return copy

STEP 4

Pay your deposit invoice $200 and we will get started on your tax return.  Depending on the complexity, the turnaround is 5-10 days.  Let us know if you need it sooner.  Be sure to check the secure portal for questions and send us a message if you have any questions during this time.

STEP 5

Once we have completed your tax return, you may schedule a 20-minute Zoom or in-office appointment to review your results. 

STEP 6

E-sign or (sign in office) your tax return and you are done.  You will be notified via e-mail once the IRS accepts your tax return.  State acceptance is included.