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1. Schedule Consult Call
2.Receive Portal Invite
3. Create Username & Password
Set up account
4.Upload Documents
Accept the Engagement Letter, Consent and Disclosure forms, and upload your tax documemts.
5. Allow time for tax prep
24-48 hours during slow traffic. 48-72 hours during High traffic times.
6. Review Tax Return Call
Go over taxes before submission.
7. Receive tax refund
IRS stipulates up to 21 days to receive refund.
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