New Clients
Quick 30-second instructions, welcome to Financial 1!
Steps for Taxes at Financial 1
Steps:
- Initial Meeting
- Intake Form, Deposit, Drop Off / Upload Docs
- Pick Up Tax Return
Client Forms
Now you can do your taxes with us from anywhere. Submit your information securely with our forms and upload portal. Choose Zoom, phone or in-person follow-up.
Document Uploads
Use this drive location to upload your documents securely.
Please check that you have all your tax documents together, and click the “Upload Documents” link below to submit your paperwork. Refer to this Checklist to see what you should include.
To make sure we have the most accurate information:
- Please label files and folders with the name on the tax return.
- It helps if your forms are all together in a labeled folder — please do not zip the folder or any files.
- If possible, try to include all forms at the same time.
- If you add forms a second time later, please let us know when all your uploads are complete.
Make a Payment
Easy options to pay an invoice or send us a payment online.
Pay with Credit Card or Debit Card
Each method will send you an email receipt for your records.
Schedule Appointment
Call us, send a message, or schedule an appointment on our online calendar.
Scheduling OptionsHave a Question?
For questions or notes regarding your account or the client portal:
Send Us a Message
Call Our Offices
We appreciate your business!