Steps to doing your taxes online/drop off with us
If we have any questions we will be in contact via text, email or phone call.
STEP ONE:
Give us a call or send us a text that you are wanting to do your taxes with us and do not want to come in.
Call: 402-564-9300
Text: 402-249-5506
STEP TWO:
We will send you a link through text to fill out our intake form. Or click the link below and let us know you have already submitted one.
STEP THREE:
You are more than welcome to stop by and drop off your W-2 and other forms/documents we may need. Or we can send you an invite to our client portal TaxDome. They also have an app that makes uploading your forms a breeze.
STEP FOUR:
Once we review everything we will start working on your tax return. We do block off a day where we only work on drop offs. Incase we have a large amount of drop offs we do ask that you give us two weeks to work on your return.
(We have had a large volume of online/drop-off returns to file)
STEP FIVE:
We will contact you when your tax return is done. We will let you know what your refund will be or how much you will owe federal or state.
STEP SIX:
We will upload your forms for you to sign in your client portal folder. No need to print out the documents to sign them. You can sign them on your phone or computer.
STEP SEVEN:
Before we E-file your tax return your balance must be paid in full. You can stop by to pay, give us a call and pay over the phone with your debit or credit card or we can send you an invoice via client portal.
STEP EIGHT:
You will receive a text when your tax return has been accepted.
Questions:
If you have any questions regarding your tax return please give us a call or send us a text. We want any doubts you have answered so you can have a peace of mind.