Enter the last name and email on file. We'll email you a 6-digit code.
This checklist is an important part of preparing an accurate tax return. It usually takes about 15–30 minutes to complete. Please set aside enough time and answer each question as completely and accurately as you can. If you're unsure about something, note it and we'll follow up with you.
Keep last year's tax return and this year's tax documents nearby.
If your details match a client on file, a code is on the way.
Didn't get a code, or your code won't work? Request access. Our office will review your request and email you once you have access.
