✨ Welcome to Your Tax Preparation Portal

Thank you for uploading your documents and tax return information required in Step 2.

We’ve now started working on your return in our software. To proceed, we need to meet with you briefly to verify the information and finalize a few important details.

THIS STEP:
🔹 Step 3. Appointment - Review & Verification
Please click the link below to schedule your appointment.
👉 Click here to to book your appointment

During the meeting, we will review:
✅ Your uploaded tax documents
💰 Estimated refund amount (if applicable)
📝 IRS Form 8879 – Required for e-filing authorization and must be signed
💳 Final invoice – A summary of your service charges.

NEXT STEP
🔹 Step 4. E-File & Payment
📝 Sign IRS Form 8879 to authorize us to e-file your return
💳 Pay the final invoice
📤 We will e-file your return and send you a confirmation message
🔍 You will receive a link to check your refund status directly on the IRS website