FILE YOUR TAXES WITH LUXELOGIC

Tax Filing Made Simple.

Complete your filing process securely from your phone or computer. Start with your client intake, upload all required tax documents to your secure client portal, and we'll guide you through the rest.
01 • NEW & RETURNING CLIENTS

Complete Your Client Intake

New or returning client? Start here. Complete your client intake so we have the information needed to begin or continue your tax file for this season.

Start My Client Intake
02 • CLIENT PORTAL

Upload, Review & Sign

Already completed your intake? Continue to the secure client portal to upload documents, review your completed return and sign electronically.

HOW IT WORKS

A Clear Process From Start to Finish.

STEP 01

Complete Intake

Tell us about your tax situation so we know where to begin.

STEP 02

Upload Documents

Submit all required tax documents through your secure client portal.

STEP 03

Preparation

Once your intake and required documents are complete, preparation can begin.

STEP 04

Review & Sign

Review your completed return, sign electronically and complete the process.

BEFORE YOU START

Have Your Documents Ready.

Having your information ready helps keep your filing process moving and reduces delays caused by missing documents.

  • Valid photo identification
  • Social Security cards for you and your dependents
  • W-2s, 1099s and other income documents
  • Childcare, education, deduction or credit documents
  • Prior-year tax return, if available
  • Any additional documents relevant to your tax situation
Your file must be complete before preparation begins.

Your completed client intake AND all required tax documents must be submitted through the Tax Client Portal before your return can move into preparation.

Questions Before You Start?

Contact LuxeLogic Tax Suite if you need help before beginning your filing process.