Tax Time? We’ve Got You Covered.

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How to get started:

Step 1: Select “Start your tax filing today” and complete the questionnaire.

Step 2: Select “Client Portal” and register to our client portal to upload all of your tax documents and personal documents.

*Portal is encrypted and protected

Step 3: Tax professionals will contact the client and review the questionnaire and tax documents

Step 4: Tax professional will prepare taxes

Step 5: Tax professional will review taxes with client

Step 6: Client reviews and sign documents

Earned Income Tax Credit (EITC)

The Earned Income Tax Credit (EITC) helps low- to moderate-income workers and families get a tax break. If you qualify, you can use the credit to reduce the taxes you owe – and maybe increase your refund.

Child Tax Credit (CTC)

The Child Tax Credit helps families with qualifying children get a tax break. You may be able to claim the credit even if you don’t normally file a tax return.

  • The Child Tax Credit (CTC) is a non-refundable credit that allows people with a qualifying child to reduce their tax liability
  • The Additional Child Tax Credit (ACTC) is a refundable part of the CTC. ACTC allows certain taxpayers who are eligible for the CTC to receive a refund if the CTC is more than their tax liability. 
  • Credit for Other Dependents (ODC) is a non-refundable credit for taxpayers with dependents who are not eligible for the CTC/ACTC. 

Tax Forms

  • 1040 Personal Federal Form
  • 1120 C Corporation
  • 1120 S Corporation
  • 1065 Partnership

W-2 Income Tax Filing

  • 1099 Misc
  • 1099 NEC
  • 1099 G
  • Schedule K
  • Social Security Income

Common documents checklist

Benefits of filing with SLT