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You may qualify for free tax help
if you are:

  • A household of two or more people with household income up to $50,000 (we serve households, not single individuals)

  • A senior citizen (welcome regardless of income)

  • A small nonprofit with under $100,000 in annual revenue (accounting support)

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Photo ID · Social Security card · last year's return · income forms (W-2, 1099, SSA-1099)

What to have ready

Here's how to get started:

Step 1: Complete Your Organizer. Log into your client portal and fill out the questionnaire. About 10–15 minutes, and you only do it once.​

Step 2: Upload Your Documents. Upload your documents to the portal — W-2s, 1099s, ID, dependent info, and anything else that applies. Download our checklist if you’re unsure.

Step 3: We Prepare Your Return. Our team reviews everything and prepares your return. We check it twice before it reaches you.

Step 4: You Review and Sign. We send your completed return through the portal. Once you’re happy with it, you sign electronically.

Step 5: We File and You’re Done. We e-file your federal and state returns and confirm the moment the IRS accepts them.

Setting up your portal (first-time clients)

1

Check your email for an invitation from notifications@taxgeaks.clientportal.com

(subject: “Your Tax Geaks Client Portal Invitation”). Check spam if you don’t see it.

2

Click “Create Account,” enter your name and email, and create a password (at least 10 characters).

3

Sign in to reach your dashboard, where you’ll find your to-do list and organizer.

Ready to stop worrying about tax season?

Fill out the form below to request free tax help.

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