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Webb Community Financial Services
Home
Coaching
  • Financial Coaching
Business Owners
  • DFY Business System Setup
  • Bookkeeping & Accounting
Tax Clients
  • Free Quote
  • For Tax Clients
  • Resources for Tax Clients
  • Referral Form
  • Client Portal
Tax Office Owners
  • Done For You Tax Office
  • Own Your Tax Office
  • WCFS Back Office
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  • Home
  • Coaching
    • Financial Coaching
  • Business Owners
    • DFY Business System Setup
    • Bookkeeping & Accounting
  • Tax Clients
    • Free Quote
    • For Tax Clients
    • Resources for Tax Clients
    • Referral Form
    • Client Portal
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    • Done For You Tax Office
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  • Home
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    • Financial Coaching
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    • DFY Business System Setup
    • Bookkeeping & Accounting
  • Tax Clients
    • Free Quote
    • For Tax Clients
    • Resources for Tax Clients
    • Referral Form
    • Client Portal
  • Tax Office Owners
    • Done For You Tax Office
    • Own Your Tax Office
    • WCFS Back Office

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I AM READY FOR MY TAX QUOTE/FILE

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1) Fill out the intake form.2) Fill out the EIC Validation form.3) Fill out the Schedule C Validation Form.4) Upload Your Docs in the Secure App Portal.5) Let us know you have Uploaded All of your Docs.

Your Quote / Tax Return is being Prepared

Next Steps
1) When asked, Book Your Quote Review Session2) Complete to your Quote File. Don't See it? Click Here3) Login into the App and Sign Your Tax Return4) Obtain a Signed Copy of Your Tax Return

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