TMK Tax Services

Tax preparation,
straight and simple.

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 QUESTIONNAIRE

Returning clients

Head straight to the secure portal to upload your documents.

OPEN THE SECURE PORTAL
INDIVIDUAL TAX PREPARATION  ◆  NEW AND RETURNING CLIENTS  ◆  SECURE DOCUMENT PORTAL

THE PROCESS

How working with TMK works.

01

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 QUESTIONNAIRE
02

Upload your documents securely

Your ID and tax documents are sensitive, so they go through the secure client portal - never over email.

OPEN THE SECURE PORTAL

Once your intake is in, the TMK Tax Services team reviews it and contacts you with next steps.

YOUR NEXT STEP

Start when you're ready.

Start with the questionnaire, or book a call and talk it through first.

START YOUR TAX PREP
TMK Tax Services
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