taxes made simple.
Our promise to you is to make your annual tax filing a breeze. To do that, there are just three simple steps to get your tax returns done. We’ve put together three short videos describing those steps to help you know what to do. If you have any questions, don’t hesitate to ask us!
Three Easy Steps:
1. Book a Meeting.
Check out the video to see how you can schedule your tax return appointment.
UPDATE: We are taking appointments BEFORE we send you your Truss tax documents checklist! Book as early as you like!
FYI, this step is optional. If you’d rather we just get your return done and send you a quick email or phone call going over the results, no problem, just email or call us to let us know and we’ll get you in the queue!
2. Upload Tax Docs.
We’ve made it easy to submit your documents to us; no logins, no passwords. Drag and drop a PDF, upload from your phone, even snap a photo of a document on your kitchen table. Click the video to see how easy it is to upload your documents.
3. Sign Your Forms.
Using the same secure link you used to upload your documents to us, once your returns are ready, we’ll upload the forms for you to sign that allow us to e-file your returns. You never leave the link to sign, it’s all done right there, even on your smart phone.