Start Your Tax Filing

Step 1: Get Access to the Secure Client Portal

NEW CLIENTS: If you are filing with us for the first time, please call our office before submitting any documents. We will set up your secure client portal account and provide login access.

Call our office: (615) 773-2736

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RETURNING CLIENTS: If you already have a portal account from a previous year, you may log in and begin uploading your documents right away.

Access the Secure Client Portal

Step 2: Submit All Tax Documents

Before we can move forward with scheduling your appointment, all tax documents must be submitted.

You may submit documents using any of the following methods:

• Upload them to your secure client portal

• Email them to our office

• Drop them off at our office

If you upload documents through the portal, please notify our team once everything has been submitted so we know your file is ready for review.

Step 3: Complete the Client Information Form

The Client Information Form is required every year, even for returning clients. This form allows us to gather up-to-date details and includes required signatures.

You may complete the form:

• Online using the secure link below

• In our office if you prefer to complete it when dropping off documents

Complete the Client Information Form

Step 4: Schedule Your Tax Appointment

Once we have:

• All required tax documents

• Your completed Client Information Form

Our team will reach out to schedule your tax appointment.

Providing all information upfront helps us prepare your return accurately and avoid unnecessary delays.