TAX SERVICES

However you're coming to us,
start here.

Individual tax preparation from the TMK Tax Services team. New clients begin with the intake questionnaire. Returning clients go straight to the secure portal.

01

NEW CLIENTS

Your first step

The intake questionnaire. It opens as a pop-up over this page and tells our preparation team what they need to know about your tax situation.

START THE INTAKE QUESTIONNAIRE
02

RETURNING CLIENTS

Already have a file with us

Upload your ID and tax documents through the secure client portal. Please use the portal rather than email for anything sensitive.

OPEN THE SECURE CLIENT PORTAL

Questions before you start?

Book a call or email [email protected].

TMK Tax Services
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