Login to your portal account. Send us a secure message and let us know you'd like to get your taxes done via the portal. Upload your tax documents. When we get your message we will upload the consent documents for you to e-sign and the questionnaire for you to fill out. You can get the ball rolling quicker by downloading our questionnaire ahead of time and filling it out and uploading the completed copy with your tax documents! If you have a business, please see the other worksheets/questionnaires on our Questionnaires & Forms page. We will let you know when we start working on your tax return and contact you with questions, etc. via the portal messaging system.