Secure start

Start your tax process.

First, give us your basic contact information. Then you'll continue to the approved secure tax portal for documents and tax intake.

1. Contact information
2. Secure portal handoff
3. Preparer workflow
4. Manager review before e-file

Tell us how to reach you.

This form does not collect tax documents or Social Security numbers.

Routing: Next Door corporate team

Do not upload W-2s, Social Security cards, IDs, or other sensitive tax documents here. You will continue to an approved secure tax portal after this step.