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1. Create your IRS Account
2. Schedule Consult Call
3. Fill Out Client Packet
4.Receive Portal Invite
Here we will communicate and you can upload and view documents
5. Set up
6.Upload Documents
7. Allow time for tax prep
24-48 hours during slow traffic. 48-72 hours during High traffic times.
8. Review Tax Return Call
Go over taxes before submission.
Receive tax refund
9. IRS stipulates up to 21 days to receive refund.
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