Getting ready for your call or tax appointment? Download the checklist that fits your situation and start gathering what's on it. You don't need everything before our call, but the more you have, the more we can get done.
🔒 Upload your documents only through our secure ProClient portal. Please never email or text tax documents, Social Security numbers, or account numbers.
Upload to ProClient (opens in a new tab) How do I upload?Fillable PDF. Open it in Adobe Acrobat Reader or your computer's PDF app, type your answers, save it, and upload it only through ProClient. Don't email or text it.
Own a business that files its own return? Pick the one that matches how your business is taxed. Sole proprietors and single-member LLCs use the Schedule C checklist above.
Returning clients: only send what's new or changed since last year.
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New to the portal? Here's a quick step-by-step guide to uploading your documents.
See the upload guideDon't panic. Here's what to do first, and how to spot a scam.
What to do nextCheck your refund status directly with the IRS or the State of Michigan. These are official government sites; we never see what you enter.
These are the agencies' own time estimates. Waiting longer than that? Text us at (586) 212-7430 and we'll help you figure out why.
Book a call and we'll walk through exactly what to gather for your situation.
Request a Consultation