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.
- Tax Organizer https://mlnaccounting.com/wp-content/uploads/2023/01/2022-Individual-Taxpayer-Organizer-NEW-CLIENT.pdf
- Driver’s license for you and/or your spouse
- 2022 Tax Documents
- 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.