Getting Started
File your taxes in just 3 steps!
1. Complete Intake Form
- Complete the Client Intake Form to ensure you've registered your information in our system.
- You'll be providing information such as your name, phone number, email, etc.
2. Activate Your User Account
- Once you've submitted your registration information, you should receive an activation email shortly after.
- Click on the activation link in the email to begin the onboarding process for your new Ameritax user account. Please choose a strong password!
3. Login and Submit your Tax Documents
- Login to the Client Portal.
- The last step is for you to submit your tax documents via the dashboard. That's it! Our experts will get back to you in prompt fashion!