Step #1
Complete the below fillable PDF Client Information Sheet for Individual and/or Small Business and Save to your device.
SWOT Method: Business Strategy, Marketing, Operations, Technology, and Digital Solutions.
Start Here for New and Existing Clients!
*New clients are eligible for a free 20 minute phone consultation after providing the requested information.
**Please follow all of the below instructions to ensure your tax return is prepared within a timely manner.
Complete the below fillable PDF Client Information Sheet for Individual and/or Small Business and Save to your device.
Arrange all of your required tax documents to send electronically.
Create/Sign In to Guiden Tax Secure File Pro and upload all of the above document. Sign In/Register
Schedule your Free 20-minute Tax Planning and Consultation meeting on our Contact Us page after uploading all of your tax documents into the Guiden Tax Secure File Pro
Review and sign your completed Tax Documents from Guiden Tax for electronic submission to the IRS
Confirm payment of services type and provide any required signatures
You’re done and have officially filed your 2024 tax return! Check your IRS Refund Status Here