01 — Ensure you have all of your documents ready.

View our checklist here to check off any forms, letters, and information you may need depending on your situation. If you want to download and print the checklist, email us and we will send you a PDF file. You may also give us a call at (432)222-7547 or email us at jasmine@catalinaservicesllc.com to help you.

02 — Schedule a consultation or access portal.

Next, you can download our app by pressing the “Portal Access” button below. If you referred by someone, don’t forget to put in your referral code. You will have to complete the initial account setup and sign the consent form to be added to our portal. We recommend scheduling a 15 minute consultation to go over which documents will be necessary to maximize deductions and properly file your return.

03 — Upload your documents on the portal.

If you are a new client, you will need to fill out an organizer that is on the portal. Afterwards, you will be able to upload all documents. Privacy and security is our main concern and want to ensure you are well protected, so be sure to upload via the portal vs. texting/emailing documents.

04 — Sign the return

Once we have finished the return, you will be able to preview it within the app. If you are satisfied, you can e-sign it, and it will then be e-filed! Success!