At The Tax Guru 4 You Tax Services, we extend a comprehensive range of virtual services throughout all 50 states. Beyond delivering reliable, accurate, and prompt services, our seasoned experts prioritize attentiveness to your unique requirements. What distinguishes us is our user-friendly services and a dedicated focus on educating both our clients and communities. The Tax Guru 4 You Tax Services is known for its affordability and efficiency, offering flexible payment options like pay-from-refund and payment plans.

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REGISTER YOUR ACCOUNT

Create your client portal account in just 1 minute. 

UPLOAD INFO

Complete the questionnaire and upload your documents. Track the progress from start to finish.

COMPLETION

Notify your tax preparer once you've finished and provide them with the tax code found in the settings.

  • Experience the convenience of virtual tax preparation with us, providing clients the flexibility to handle their taxes at their convenience. Our client portals streamline the process, enabling easy uploading of required documents and information.

    Say goodbye to taking time off work or spending hours in an office setting. Stay active and let us manage the rest! Explore our straightforward onboarding process today.

    GET STARTED 

All clients are required to fill out the Client Intake Form and Due Diligence Questionnaire. If you have a business or are self-employed, an additional form, the Declaration of Self-Employment Income, must be completed.

CLIENT INTAKE FORM

https://form.jotform.com/223638477005054

DUE DILIGENCE QUESTIONNAIRE

https://form.jotform.com/230028420871145

DECLARATION OF SELF EMPLOYMENT

https://form.jotform.com/230011265175040

TAX PROCESSING AUTHORIZATION & BANKING DETAILS FORM 

https://form.jotform.com/240662597493064

ENGAGEMENT AGREEMENT FORM

https://form.jotform.com/240662391218051

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