Tax Filing with Forst Tax

Step 1: Create Your Account

Forst Tax is 100% online through the client portal and mobile app. You can chat with your accountant, send your documents, and sign your tax return on a desktop computer, tablet, or mobile phone.

Step 2: Complete the Tax Checklist

The Tax Checklist collects your tax documents and asks a few basic questions (mostly yes/no). For most people, it takes less than 15 minutes to complete.

Step 3: Tax Advisor Review

Your tax advisor will make sure you have all of the required info and ask followup questions that can help you qualify for tax credits and deductions. You can also get answers to any questions you may have.

Step 4: Review and Sign Your Tax Return

When your tax return is complete (usually within a business day), you'll be able to review and sign it online. Your tax return will be electronically filed for you, and you can download a copy for your records.

Need Help During the Year?

If you get audited or receive a letter from the IRS about your tax return, up to $1 million in audit defense services are included with your tax return (see terms for details). If you have general questions during the year, simply start a chat in the client app.