ProTax Service
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Step 1 of 5

ProTax Service · secure intake · no login required

Let’s build the right organizer for you.

Your answers determine which return workspaces, checklists, and secure document folders are created for review.

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STEP 1 OF 5

Choose services, workspace and years

Select everything you want us to review. You can combine tax and books.

Services

Workspace

Schedule C and a single-member disregarded LLC normally stay inside the individual 1040. A partnership or corporation receives its own return workspace.
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STEP 2 OF 5

Personal and household details

Your email becomes your unique client sign-in and password-recovery ID.

Identity and mailing address

Enter the number twice. It is encrypted when submitted and staff screens show only the last four digits.
U.S. address entryChoose a saved browser address or enter it manually. ZIP format is checked locally; no address is sent to a lookup service.
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SECTION 2 · STEP 1 OF 5

Select tax years and payment arrangement

We create a separate organizer and review workspace for each selected year and return.

Prior-year individual return

This helps us compare carryovers, dependents, income sources and missing documents.

How was this work arranged?

Client-reported payments are marked Pending Verification. Only ProTax staff can confirm a payment as paid.
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SECTION 2 · STEP 2 OF 5

Household and filing details

This step is skipped when you choose business-only.

Expected filing status

Dependents

Add each child or other person you may claim. We will confirm eligibility during review.

Business-only workspace selectedHousehold questions do not apply. Continue to business details.
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STEP 3 OF 5

Tax profile and connected returns

Your choices build the document checklist. Select all that apply.
Business-only workspace selectedWe will use the business return checklist instead.
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SECTION 2 · STEP 3 OF 5

Business and entity information

Add every separate entity return. Schedule C and disregarded activities belong in the individual-return step.

Separate business returns

Each entity and selected year receives its own linked return workspace.

No separate business return selectedIf you only have Schedule C or rental activity, continue without adding an entity.
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STEP 4 OF 5

Document checklist, bookkeeping and secure uploads

Uploads go to ProTax Google Drive and remain connected to the correct client organizer.

Bookkeeping help

Where should documents be stored?

Your automatic tax document checklist

Green means provided, red means still needed, and gray means optional. Click any row to attach its documents.

● Provided● Not provided● Optional
Do not upload passwords, card credentials, or online-banking login details. Large files can be added later inside your secure client portal.
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STEP 5 OF 5

Review, authorize, and submit

Nothing is filed automatically. Your tax team reviews every new intake first.
After submissionWe create your client record, return workspace(s), organizer checklist, secure document folder(s), and a review alert. We email a one-time password setup link and sign-in instructions; check Junk, Spam, and Promotions.