To our current clients - happy 2024 tax season! We’re looking forward to processing your return.
As of the 2022 tax season, we require that all supporting documentation for your tax return to be sent to us digitally, in PDF format, via Intuit Link. Intuit Link is a secure online portal for you to use to connect with us and deliver your tax documents to us to complete your tax return. By implementing this system, we are able to process individual income tax returns more efficiently.
If you have used Intuit Link in the past, the process will be the same as prior years. You will use your current username and password to access Intuit Link and put your electronic documents in the 2023 tax return folder.
If you have not used Intuit Link in the past, you will need to receive an invitation from us to access and create a username and password. You can request an invitation to Intuit Link by using the contact form on this page or by emailing us. We will respond to those requests within 24 hours of receiving your email with an invitation to Intuit Link.
If you would like to view a demo about using Intuit Link, we recommend watching the video below. We thank you for your flexibility and patience with this change and look forward to improved return processing efficiency.