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2023 Tax Preparation

How to get started:

Step 1: Complete our 2023 Tax organizer

Gather all tax documents then download and complete the organizer. Once completed upload to our secure portal or include with your mailed in documents. 

Online 2023 Tax Organizer

Paper 2023 Tax Organizer

2023 Cover Letter

Step 2: Send in any supporting Documents

Upload all supporting tax documents (W2, 1099, etc. - no receipts) to our secure online portal or Mail to our address listed here.

Step 3: Review Return with CPA 

After receiving your organizer and supporting documents our team will reach out to you with any follow up questions or concerns as we prepare your return. 

Once you have completed steps 1, 2 & 3 you can rest easy, We will take it from there. Our CPA will reach out to you with any additional questions but we are always here to help you through the entire process. If you have any questions or concerns regarding your return please email us and we are happy to assist. 

My Taxes are complete - Now what?

Step 4: You'll receive a summary of your return for review via E-Mail.

You will receive a results email that will include a summary of your tax obligations and/or refunds as well as signature documents for you to print, sign and return to us via the secure portal or by mail

Step 5:  Pay your invoice and return signature docs.

Forms of Payment accepted:

1. Checks or Money orders payable to Tucker Tax

2. Zelle (

3. Venmo (@shannon-daly-2)

4. Credit/Debit Card (with 4% Merchant Fee)

Step 6: Your return will be E-Filed.

When we receive your signed forms and your invoice is paid in full we will E-File your returns. Once your return has been accepted the full return will be uploaded to the secure portal.

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