1. Tax Organizers
    • If you would like to receive a tax organizer to aid in gathering and preparing your support documents, please request one by emailing andrew@innovativecpagroup.com.
  2. Uploading Documents
    • Please upload your tax documents to ShareSafe by March 20th, 2024.
  3. Your tax return will be prepared, and an accountant will contact you should we require additional information.
  4. Receive Your Completed Tax Return via SafeSend.
    • You will receive an email with a secure link to access your completed tax return.
    • Review your return.
    • Sign Form 8879 to authorize the e-file of your return.
    • Pay your Innovative CPA Group Invoice.
    • Submit your return and e-file authorization form to us by clicking “Done”.