YOUR GETTING STARTED GUIDE WITH PTFS
We're ecstatic to help you!
The next few steps will help us tremendously in saving time during our appointment. Waiting for these documents at the time of our appointment can cause a delay which will interfere with your appointment running over, and others running late as well. We would like to make sure that our time is being invested wisely.
Follow the steps below. Please note, if you haven’t followed all the steps, we won’t be able to do your return at the time specified. You will have to reschedule. If you have any questions, please contact Kristin at support here: http://bit.ly/ptfssupportdesk
Set up your client profile
Your first step will be to create your customer portal. This is where important forms, contracts, invoices and other documents will be stored.
Submit Your Questionnaire
Fill out the Questionnaire Form. This is where you will securely fill in your personal information, upload your tax documents and submit for your tax preparer.
Schedule Your Appointment
Once your questionnaire forms are complete, your next step will be to schedule a call with me so we can discuss your return.
Sign Your Client Contract
After your appointment, you will receive an email with your tax preparation quote, client contract and invoice. Please complete the steps in that email.
Once these steps are all complete, give up to 72 hours for the team to get back with you.
Continue scrolling to start your tax preparation.....