One intake questionnaire, one secure portal for your documents, and a preparer who tells you what happens next.
WHERE TO START
New clients
Begin with the intake questionnaire - it opens right over this page.
GO TO THE QUESTIONNAIREReturning clients
Head straight to the secure portal to upload your documents.
OPEN THE SECURE PORTALTHE PROCESS
Fill out the intake questionnaire
It tells our preparation team what they need to know about your tax situation. It opens as a pop-up, so you come right back here when you finish.
START THE QUESTIONNAIREUpload your documents securely
Your ID and tax documents are sensitive, so they go through the secure client portal - never over email.
OPEN THE SECURE PORTALOnce your intake is in, the TMK Tax Services team reviews it and contacts you with next steps.
YOUR NEXT STEP
Start with the questionnaire, or book a call and talk it through first.
START YOUR TAX PREP