We’ve Made Filing With Us Easy – See the Many Ways Below
Step One: Schedule a Virtual Conference Call
Fill out form to your right & submit form. Schedule a Zoom or Google Meet call.
Step Two: Choose Your Option
Option I – Download our App and Register
- Download MyTaxOffice app from the Google Play Store or the Apple Store.
- Register with us. Enter our Registration Passcode :76J40D
- Using your laptop or desktop, go to MyTaxOffice.com: login complete the registration. Next upload your tax documents.(Laptop or Mobile Device)
- Alternatively, we can send you a link at our secure portal.
Option II | Scan your Tax Docs to pdf file and email
- Scan pdf Tax Docs to us – download Adobe Scan
- E-Mail scan pdf Docs or mail us copies of your Tax Documents | | firstname.lastname@example.org | email@example.com
- Drop-off Your Tax Documents at 17547 Ventura Blvd., Ste 102 | Encino, CA 91316
- Text Us Your Tax Documents | (323)451-5768
- Schedule a 15 Minutes Consultation
Option III | File In-Person or Online
- Complete the Taxpayer Consent Form Below – i.e. Taxpayer Data Sheet Online
- Review the Tax Filing Checklist and provide us with the appropriate documents
- Alternatively, fill out the corresponding forms online that mirror your documents and submit it to us.
- Upload, text copies or email us tax documents | supporting documents
Give us your consent |Complete Tax Organizer or Consent Form below.
Tax Preparation Checklist
- Compete the Tax Organizer <<<<<
- Taxpayer Data Consent Form
- Upload Tax Documents after submitting the consent form.
- Taxpayer Data Sheet-Stimulus
- Business Expense Worksheet
- Dependent Data Sheet
- W-2 Form | Wages & Tax Statement
- W2-G | Certain Gambling Winnings
- 1099-R Distribution from Pension, Annuities or Profit Sharing
- 1099- Misc. | Miscellaneous Income
- 1099-NEC | Non-Employee Compensation
- 1099-K | Partnership Card or Third Party Network
- 1099-INT | Interest Income
- 1099-DIV | Dividend Income
- 1099-OID Original Issue Discount
- 1099-G | Government Payment
- 1098- Mortgage Interest Payment Statement
- 1098- E Student Loan Interest Payment
- 1098-T | Tuition Statement
- 1095-A | Health Insurance Marketplace Statement
- 1099-C | Debt Cancellation
- Schedule K-1 Form 1041 (S-Corporation & Partnerships)
- W-4 | Employees Withholdings Statement
- Schedule C – Business Income & Business Expenses | Sole Proprietorship | Independent Contractors