Access your portal account and send us a secure message to request virtual tax preparation. Once we receive your message, we will upload the consent documents for your electronic signature. To expedite the process, consider downloading and completing our questionnaire in advance, then upload it along with your tax documents. If you own a business, please check the additional worksheets and questionnaires on our Worksheets & Documents page. We'll update you when we begin working on your tax return and communicate any questions through our portal messaging system.