Turning Point Tax

Tax time can be stressful. We're here to make it easy.

Our first priority is delivering an outstanding experience this tax season. Tax time can be stressful, but we are here to help. In just 4 easy steps, you can securely and conveniently provide all of the information we need in order to begin your tax filing. If you have any questions throughout the process, we have a dedicated team of tax professionals who are ready to assist you.

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<sup>STEP 1: </sup><sup>UPLOAD LAST YEAR'S TAX RETURN</sup>

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Uploading your prior year return to our secure document vault will allow us to accurately quote your return.

<sup>STEP 2: </sup><sup>SIGN YOUR ENGAGEMENT LETTER</sup>

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Once we review your prior year return, we will contact you with the price and a link to sign your engagement letter.

<sup>STEP 3: </sup><sup>GET A HEAD START ON YOUR TAX <span style="font-size: 16.8px;" data-mce-style="font-size: 16.8px;">QUESTIONNAIRE</span></sup>

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If you're ready to get started, you can go ahead and access your tax questionnaire below to let us know if anything changed over the last year that may impact your return.

STEP 1

Upload a copy of last year's tax return to our secure document portal below. This will help us verify that your tax return is quoted is accurately.

STEP 2

Look for an email from us with next steps after we have reviewed last year's return. Your engagement letter will be signed using DocuSign.

STEP 3

Get a headstart on your tax questionnaire! This is an important step of the process where we determine any changes from last year's returns. We're are looking for tax savings here, so please be complete!