Your taxes,
prepared with care.

Begin with one questionnaire, keep your documents in one secure place, and talk through what happens next with a real person.

INDIVIDUAL TAX PREPARATION ◆ NEW AND RETURNING CLIENTS ◆ SECURE DOCUMENT PORTAL

THE WAY WE WORK

Two gentle steps to get started.

Fill out the intake questionnaire

It tells our preparation team what they need to know about your tax situation. It opens as a pop-up, so you come right back here when you finish.

Upload your documents securely

Your ID and tax documents are sensitive, so they go through the secure client portal - never over email.

Once your intake is in, the Luxora Solutions team reviews it and contacts you with next steps.

WHEN YOU'RE READY

Start with the questionnaire, or book a call and talk it through first.

Luxora Solutions