Start Your Tax Filing
Step 1: Complete Client Intake Package. Begin your tax by downloading and completing our secure intake document. This package document contains all required questions and must be completed before any documents are uploaded or reviewed. Once you have completed the intake package, please email it to contact@msbusinessdigital2025.com. If this email is unavailable, you may text a clear scanned copy or photo to 973- 816- 8428. Do not upload any tax documents until your intake package has been reviewed and approved
Step 2: Upload documents after intake package approval only.
Do not upload documents until your intake package has been completed and reviewed. Documents submitted without an approved intake package will not be processed. Commonly Requested Documents:
. W-2 Forms
. 1099 Forms
. Business Income & Expense Records
. Government-issued Photo ID or Driver’s License
. SSN or ITIN
. Prior Year Tax Return if available.