1
Complete Intake Form
Complete the Client Intake Form to ensure you've registered your information in our system. You'll be providing information such as your name, phone number, email, etc.
Getting Started
File your taxes in just 3 steps!
2
Activate Your User Account
Once you've submitted your registration information, you should receive an activation email shortly after. Click on the activation link in the email to begin the onboarding process for your new Ameritax user account. Please choose a strong password!
3
Login and Submit your Tax Documents
Login to the Client Portal. The last step is for you to submit your tax documents via the dashboard. That's it! Our experts will get back to you in prompt fashion!