How Our Services Work

Gather tax documents

  • Gather all of your tax documents for the current tax year and complete our tax organizer form. New clients are encouraged to provide copies of their prior years tax return.

Send us your forms

  • Send your forms electronically: Upload your documents using our secure document upload right from your mobile device!
  • Send your forms via mail: PO Box 2675, Cinnaminson NJ 08077

Relax while we do all the work

  • Once your documents have been received, one of our tax professionals will prepare your return and reach out to request additional information and answer any questions.

Approve and file

  • Now that your return is completed, a copy will be provided for your review. Upon approval, your return will be filed and a finalized copy will be sent to the provided email or mailing address.