client inake overview
* Provide accurate informaiton about your household and income
* upload all required documents using the button above.
* submit any id , income forms, or supportng papwrwork you have available
* if you are missing a document, you may still submit the form .
* a tax specialist will review your information after submission
* you will be contacted if additional documents or clarification are needed.
* all information is kept secure, confidential and protected.
* your intake helps us prepare your return accurately and maximized your refund .
Once your intake information and documents are submitted , our team will begin reviewing your file. if anything is missing or additional details are needed, a tax specialist will contact you directly. Our goal is to make this process smooth, accurate, and stress free. thank you for trusting taxx pros on demand with your tax preparation needs.
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