Tax Filing Made Simple.
A Clear Process From Start to Finish.
Complete Intake
Tell us about your tax situation so we know where to begin.
Upload Documents
Submit all required tax documents through your secure client portal.
Preparation
Once your intake and required documents are complete, preparation can begin.
Review & Sign
Review your completed return, sign electronically and complete the process.
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 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.