Getting Started
Watch this short video
Welcome to NPF Tax Strategies. We do things a bit differently and so please watch this video so you know what to expect!
Sign your engagement letter
This engagement should take about 15 minutes and you will be required to pay a small fee to get started before submitting your forms.
Upload your most recent
3 years of tax returns
If you don’t have 3 years of tax returns, or they are not the most recent 3 years, just give us what you have!
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It is critical you give us your last 3 years returns (if you have them) so we can prepare your tax file. This should be done before tax season if possible.
Upload your tax forms
It is critical you take the time to put together your tax information and get it to us all at once. Here is a document checklist you can download.
Document Requirements
All documents must clearly legible (avoid handwriting when possible)
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Do not upload bank statements, insurance statements. If you have expenses, you either need to provide a profit & loss statement (business) or some kind of spreadsheet that categorizes your expenses.
Need help with a P&L or expenses?