Step 1
Gather all your relevant tax documents for this tax year. These include W-2s, 1099s, etc. Please visit our checklist page for what to gather.
Step 2
Request for Janice or John to send you a secure link that allows you to upload your files directly to us safely.
Their emails are:
janice.terbyandassociates@gmail.com
john.terbyandassociates@gmail.com
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Alternatively, you can also call us at
714-995-4929 to set this up.
Step 3
You will receive an invitation to a new program called Intuit Link. After accepting, the service allows you to send us your documents by taking pictures of them on your phone or by making scans on the computer. The directions are very easy to comprehend and we hope to use this service moving forward.
To learn more about Intuit Link click here.
Step 4
Any submissions made through Intuit Link will be secured and known to us. We will be able to see exactly what you're missing and can even communicate with you through the platform.
