How to Use This Portal
3 steps to get your return filed quickly and securely.
1
Start Your Tax Return
Download and fill out the intake PDF. It works on phone, tablet, or computer.
2
Upload Your Documents
Submit your ID, W-2s, 1099s, and all documents through the secure upload link.
3
Book Your Appointment
Choose a time with Will to review everything and finalize your filing.
What You'll Need
- Valid photo ID (you & spouse)
- Social Security cards or ITIN letters
- All W-2s, 1099s, SSA-1099, etc.
- Dependents’ information
- Childcare, school, or tuition forms (if applicable)
- Bank account details (optional)
- Last year’s return (if available)