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Clients Tools

On this page you will find all the tools needed to get started with Quality Tax & Accounting Solutions. 

  • Please check the Client Tax Information Sheet to make sure you have all documents and files needed to complete this process smoothly.

  • Please check the File Your Taxes on the Go to access the mobile app to upload all documents. This allows you to upload your own personal information without having to send your sensitive information via email or fax.

  • Please check Book Online to go ahead and book a service with us specifically. Whether you need tax prep, tax planning, auditing, or estimating taxes, this link will allow you to do all of that from your device. 

  • If you need to contact us please check the Talk to a Tax Pro. One of our team members will get back with you within 48 hours. 

  • Please check the Engagement Letter once we are ready to begin the process this is an engagement letter that expresses the terms and conditions under which we provide you tax services and it outlines responsibilities for each of us. 

  • Please check Client Portal when you are ready to begin this process. This will allow you to create an account with our business and we can keep you updated directly. 

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