Simple. Secure. Step by step.
Use this portal to complete onboarding, review document checklists, acknowledge engagement terms, request secure-upload access, and prepare for e-signature.
Know exactly what happens next.
Client Information
Provide basic contact and filing-status information.
Checklist
Review the records that may apply to your situation.
Engagement
Review service terms, responsibilities and fee expectations.
Consents
Complete any required privacy/use/disclosure consents separately and specifically.
Secure Upload
Receive instructions for your approved secure document platform.
Review & E-Sign
Review the return and complete required electronic signature authorizations before filing.
Start your onboarding.
Have these ready if they apply.
Clear expectations before work begins.
Scope. My Tax Spot LLC will prepare tax returns and related filing work described in the accepted engagement. Services outside that scope require a separate agreement.
Client responsibilities. You are responsible for providing complete and accurate information, reviewing the completed return, and asking questions before signing or authorizing filing.
Fees. Fees are based on the services required and are communicated before or during the engagement. Additional forms, schedules, states, businesses, amendments or prior-year work may increase the fee.
No guarantee of outcome. Refund amounts, processing times, audit outcomes and agency actions cannot be guaranteed.
Electronic communications. You consent to ordinary administrative communications by email/text, but sensitive tax information should only be exchanged through an approved secure workflow.
This website language is a general template and should be reviewed by a qualified attorney and tax-compliance professional before you rely on it as your final engagement contract in every jurisdiction where you serve clients.
Record your agreement to proceed.
For IRS e-file authorizations such as Form 8879, use the required IRS form and an e-signature method that satisfies applicable identity-verification, record-retention and signature requirements. This website acknowledgment is not a substitute for a required IRS authorization form.
Upload your tax documents securely.
Use My Tax Spot LLC’s encrypted Encyro upload page to securely send your W-2s, 1099s, identification documents, and other tax records for review.
DocuSign-Ready Client Documents
Download and review the agreement templates below. My Tax Spot LLC can upload these PDFs into DocuSign or another qualified e-signature platform for signature and audit tracking.
