Gather Forms & Data

Document! Document! Document!

Well-organized records make it easier to prepare a complete and accurate income tax return. We at Taxko encourage individuals to gather all necessary documents that'll make you audit-proof.

01

Assemble your tax forms

Save all receipts and records

List all personal information

02

Upload to Secure Client Portal

Scheduled Appointment

Taxko Drop Off Service

Submit Documents

Safe. Fast. Secure.

Taxko is pleased to provide you with a convenient, secure method of submitting documents to our WorkSpace Client Portal. If you prefer, documents can also be submitted via our Taxko Drop Off Service or by Scheduled Appointment.

Complete!

When your tax return is ready, a Taxko professional will contact you via phone or email to complete it. Tax returns are typically processed and prepared within seven (7) days.