4
STEP WORKFLOW
Follow the steps to get your Tax Prep started!
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Set Pre-Screening Appointment
Lets get you registered and set up to upload your current documents.
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Download the checklist
Check off the documents needed to prepare your return.
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Upload your documents to the portal
Load all your tax documents into the portal
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Email us when you have loaded all your documents into the portal
Email kady.edwards@centralflmobiletax.com to let us know you have uploaded all your documents
