INSTANT TAX GROUP & ASSOCIATES

CLIENT PORTAL INFORMATION

Regardless of where you live, Instant Tax Group & Associates Services can relieve the stress of filing U.S. tax returns and staying compliant with your U.S. tax obligations.

HTTPS://INSTANTTAXGROUPASSOCIATES.SECUREFILEPRO.COM/PORTAL

. Register Portal your email and the last four digits of the SSN or EIN, or PIN issued by sender.

    To submit a document to your preparer:

1. Enter your username and password and click the Sign In button.

2. Click the Documents to Preparer link under the My Folder section.

3. In the right window, click the Upload link.

4. Click the Select button to search for the file you would like to upload.

5. The file should display under the button. Click the Upload button.

Your information gathered will include:

• Your Personal Information

• Your Income

• Your Expenses

• Information

This information will help us in matching document and help to provide a price quote for preparing your U.S. tax return. In addition, you will receive an email with a link to a secure portal so that you can begin uploading documents required by the IRS.

Review your price quote and upload your tax documents.

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Next we will review your information and provide a price quote (typically within 2-3 business days).

Our pricing is personalized to meet the unique situation for each e-Client the fee you are charged will be the same as the estimate that you receive upfront.

To provide a range ASK our via the portal.

Additional costs will apply for:

• State tax filing requirements

• Rental properties

• Income from self-employment

• Ownership of businesses and trusts

Review  all the tax documents Then Pay for your Tax Return..

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When your tax return is completed, you'll be asked for payment via the Drake secure payment portal. Know that protecting your information is important to us.

Our tax preparer, maintain the physical, electronic and procedural safeguards to protect the information you submit to us.

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We file your return with the IRS.

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Last but not least, we'll file your completed return with the IRS.

In the rare case of IRS questions or audit, we'll help provide answers and support.

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