Create Account
Step 2 (see below) – only complete after your deposit has been paid as noted in Step 1.
How it works here at My Tax Guy
Request Account
Click here to enter your info to receive your secure link.
Upload Documents
Use the secure link we email you to upload your documents and any other information we request.
Notify Us Your Documents Are Complete
Call, text or email us to let us know your documents are uploaded and ready for filing. Or, you may drop off paper documents to our office.
Finalize Paperwork
We communicate your tax results to you and send you an e-sign and copy of the tax returns to review with our invoice. If you prefer paper documents, we will let you know they are ready to be picked up and signed. Invoice is due at this time before e-file is completed.
Receive Taxes / Refund(s)
Receive your completed tax return copy and wait for your refund(s) to arrive.
Get in Touch
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