Acme Tax Advisors (Demo)
Thoughtful tax preparation, year after year.
Connect with our team, complete your intake privately, and follow your preparation progress in one secure place.
- No tax details needed to get in touch
- A named preparer for every return
- Track progress from intake to filed
- Encrypted intakeYour answers are encrypted before they are stored.
- Private documentsUploads live in private storage, shared by short-lived links.
- Two-step staff sign-inEveryone who sees client records uses an authenticator app.
- No ad trackersThis site runs no advertising or third-party analytics.
People first
A named preparer, not a queue.
Your return is assigned to a member of our team, who stays with it from intake to filing. You can message them securely and book time with them directly.
The technology handles the paperwork and the reminders, so the conversation can be about your situation.
Services
Choose what you need help with.
Not sure which fits? Book a consultation and we will point you the right way.
Individual tax return
Federal and state returns for individuals and families.
Get startedSelf-employed tax return
Schedule C filers, freelancers, and gig workers.
Get startedSmall business taxes
Partnerships, S corporations, and small company filings.
Get startedTax consultation
A focused conversation about a specific tax question.
Get startedTax planning
Year-round planning to reduce surprises at filing time.
Get started
How it works
Four steps, one secure place.
From first hello to a filed return, you always know which step you are on and what, if anything, we need from you.
Tell us how to reach you
Send a short enquiry or book a consultation. We only ask for contact details at this stage.
Complete your intake privately
You receive a secure link to your own portal and answer a guided questionnaire at your own pace.
Share documents securely
Upload your W-2s, 1099s and other records straight into the portal, checked off against a list of what we need.
Follow it through to filed
Watch your return move from preparation to review to filing, and pick up your completed documents in the same place.
Your intake
Answer once, in your own time.
Instead of a paper organiser or a long phone call, you work through a guided questionnaire about your household, income and deductions. Self-employed and business clients get the extra questions they need, and nobody else does.
Close it halfway and it will be there tomorrow. When something is missing, we ask for that one thing rather than starting over.
Your client portal
Everything for your return, in one private place.
- See what to do nextOutstanding actions are listed in order, each linking straight to the right place.
- Upload against a checklistRequested documents are ticked off as they arrive. PDF, JPEG or PNG, up to 20 MB each.
- Message your preparer securelyQuestions and answers stay inside the portal, never in ordinary email.
- Book and manage appointmentsChoose an open time, reschedule or cancel without a phone call.
Progress you can see
No more wondering where things stand.
- Six clear stagesIntake, documents, preparation, review, filing, complete. You always know which one you are in.
- A dated historyEvery change to your return is recorded with its date.
- Notified, without the detailsWe email when something changes and send you to the portal to read it.
Our promise
Your information is yours. We treat it that way at every step.
We collect only the information needed to prepare your return and never share it for advertising. Tax details are exchanged only inside the secure client portal.
Safeguards
Built for information this sensitive.
These are the protections in place every day, described plainly.
- 01
Your answers are encrypted
What you write in your intake is encrypted before it is stored. Only you and the team preparing your return can read it.
- 02
Documents stay in private storage
Uploads are checked before anyone can open them, and every download is recorded. Files are shared through short-lived links, never attachments.
- 03
Staff sign in with two steps
Everyone who can see client records uses an authenticator app as well as a password, every time.
- 04
Email never carries tax details
Our messages tell you something is waiting and send you to the portal. They never contain figures, forms or personal numbers.
Introductions
Often it starts with someone you already know.
Many of our clients are introduced by a representative from their own community, who can help them take the first step and book a time to talk.
Marketing representatives introduce clients to the practice. They are not tax preparers and cannot see your tax records.
Questions
Good to know before you start.
What do I need to get started?
Only your contact details and the service you are interested in. You share tax information later, privately, inside your secure portal.
Can I stop partway through the questionnaire?
Yes. Your answers save as you go, so you can close it and return whenever suits you. You submit only when it is complete.
How do I send my documents?
You upload them in your portal against a checklist of what your preparer has asked for. PDF, JPEG and PNG files up to 20 MB are accepted. Please do not email documents.
How will I know what is happening with my return?
Your portal shows the current stage and a dated history. When something changes or we need something from you, we send a short email that points you back to the portal.
Someone introduced me to the practice. Can they see my tax information?
No. Representatives make introductions and can see only that you got in touch and how far along you are. They cannot see your answers, documents, messages or invoices.
How do I pay?
Your invoice and its status appear in your portal. Card payments are not taken there; the practice shares payment instructions with you securely.
Ready when you are.
Tell us how to reach you, or choose a time to talk it through first. Either takes about a minute.