WELCOME TO AMERICAN TAX BAR

Pull Up a Seat.
Let’s Handle Your Taxes.

You bring the documents. We’ll bring the guidance. Start with your tax intake and give us a clear picture of your tax situation. From there, our team will help move your return through the process and keep you informed along the way.

Secure Intake Professional Preparation Guided Process
WELCOME TO AMERICAN TAX BAR

Pull Up a Seat.
Let’s Handle Your Taxes.

You bring the documents. We’ll bring the guidance. Start with your tax intake and tell us about your tax situation. We’ll help guide you through what comes next.

Secure Intake
Professional Preparation
Guided Process
HOW IT WORKS

Your Return
Has a Process.

We’ll Walk You Through It.

No dropping off your documents and wondering what happens next.

At American Tax Bar, your intake is the starting point for a guided filing experience.

01

Tell Us What We’re Working With

Complete your tax intake so we can understand your household, income, and tax situation.

02

Bring the Paperwork

Submit the documents that apply to your return. If we need something else, we’ll let you know.

03

Let Us Get to Work

Our team reviews the information you provide and prepares your tax return.

04

Review. Approve. File.

We’ll take you through the final steps and required approvals before your return is filed.

HOW IT WORKS

Your Return
Has a Process.

We’ll Walk You Through It.

No dropping off your documents and wondering what happens next. Your intake starts a guided filing experience with American Tax Bar.

01

Tell Us What We’re Working With

Complete your tax intake so we can understand your household, income, and tax situation.

02

Bring the Paperwork

Submit the documents that apply to your return. If we need something else, we’ll let you know.

03

Let Us Get to Work

Our team reviews the information you provide and prepares your tax return.

04

Review. Approve. File.

We’ll take you through the final steps and required approvals before your return is filed.

YOUR SEAT IS READY

Let’s Start With
Your Intake.

Every return is different. Your intake gives us the information we need to understand yours before we get to work.

Have the information and documents you already have nearby. If something else is needed, we’ll let you know along the way.

Start My Tax Intake It all starts here.
YOUR SEAT IS READY

Let’s Start With
Your Intake.

Every return is different. Your intake gives us the information we need to understand yours before we get to work.

Have the information and documents you already have nearby. If something else is needed, we’ll let you know along the way.

Start My Tax Intake It all starts here.
THE AMERICAN TAX BAR EXPERIENCE

More Than
“Drop It Off
and Wait.”

American Tax Bar

Getting your taxes prepared shouldn’t feel like handing over a stack of paperwork and being left in the dark.

At American Tax Bar, we want you to know where you are in the process, what we need from you, and what comes next.

01

You Bring Your Tax Situation.

Every taxpayer is different. We start by understanding yours.

02

We Bring the Guidance.

If something is needed to move your return forward, we’ll help make the next step clear.

03

We See It Through.

From intake through preparation and final approval, there’s a process behind your return— and we’ll guide you through it.

THE AMERICAN TAX BAR EXPERIENCE

More Than
“Drop It Off
and Wait.”

American Tax Bar

Getting your taxes prepared shouldn’t feel like handing over a stack of paperwork and being left in the dark.

At American Tax Bar, we want you to know where you are in the process, what we need from you, and what comes next.

01

You Bring Your Tax Situation.

Every taxpayer is different. We start by understanding yours.

02

We Bring the Guidance.

If something is needed to move your return forward, we’ll help make the next step clear.

03

We See It Through.

From intake through preparation and final approval, there’s a process behind your return— and we’ll guide you through it.

WHAT TO BRING TO THE BAR

Bring What You Have.
We’ll Tell You What We Need.

Every tax situation is different. Having your available information and documents nearby will make completing your intake easier.

Missing something?

Don’t let that stop you from getting started. Complete your intake with what you have, and we’ll let you know if additional information is needed.

01

Your Information

Identification and taxpayer information for you and anyone included on your return.

02

Your Income

W-2s, 1099s, self-employment records, and other applicable income documents.

03

Your Household

Dependent information and applicable supporting documents.

04

Anything Else Tax-Related

Other tax forms, records, or notices that may apply to your return.

WHAT TO BRING TO THE BAR

Bring What You Have.
We’ll Tell You What We Need.

Every tax situation is different. Having your available information and documents nearby will make completing your intake easier.

01

Your Information

Identification and taxpayer information for you and anyone included on your return.

02

Your Income

W-2s, 1099s, self-employment records, and other applicable income documents.

03

Your Household

Dependent information and applicable supporting documents.

04

Anything Else Tax-Related

Other tax forms, records, or notices that may apply to your return.

Missing something?

Don’t let that stop you from getting started. Complete your intake with what you have, and we’ll let you know if additional information is needed.

READY WHEN YOU ARE

Your Seat at
the Bar Is Waiting.

Start with your tax intake and tell us what we’re working with. From there, American Tax Bar will help guide you through what comes next.

You bring the documents. We’ll bring the guidance.
READY WHEN YOU ARE

Your Seat at
the Bar Is Waiting.

Start with your tax intake and tell us what we’re working with. From there, American Tax Bar will help guide you through what comes next.

You bring the documents. We’ll bring the guidance.