Four steps, all from your phone or computer.
Step 1: Complete your tax organizer
Answer questions about your household, income and deductions so nothing gets missed.
Step 2: Upload your documents
Snap photos or scan your documents right from your phone. You’ll sign in with a Google account to upload. Not sure what to send? See the document checklist.
Step 3: Book your appointment
Once your documents are in, pick a time to go over your situation with Melissa.
Step 4: Review and file
Review your finished return, ask any questions, and sign. Then your return gets filed.
