Start Your Tax Intake

Complete your secure intake form to begin your tax preparation process with Legendary Tax Professionals. Our streamlined digital onboarding process allows you to securely submit your information, upload documents, and begin your tax preparation experience from anywhere.

SIMPLE 3 STEP PROCESS

  • Complete Intake

    Securely submit your information and tax details online.

  • Upload Documents

    Upload your required tax documents securely from your phone or computer.

  • Access Your Portal

    Within approximately 24 hours, you’ll receive access to your secure client portal for updates, communication, and additional uploads if needed.

Important Notice

Submitting your intake form does not automatically complete your tax return. Tax preparation services officially begin once all required documentation, signatures, verification requirements, and applicable fees have been received and reviewed.

By providing your phone number, you consent to receive operational text messages from Legendary Tax Professionals regarding appointments, tax preparation updates, document requests, client portal access, account notifications, and service-related communication. Message frequency varies. Message and data rates may apply. Reply STOP to opt out.

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