Welcome
Thank You for Trusting Us With Your Taxes.
We truly appreciate you choosing LuxeLogic Tax Suite for your
tax preparation needs. We understand that trusting someone with
your personal and financial information is an important decision,
and we are honored to assist you through the filing process.
Our goal is to make your experience organized, professional and
easy to follow from the moment you begin your intake through the
filing of your completed tax return.
Your filing process, step by step.
We'll guide you through each step so you always know where you are in the process.
Complete Your Client Intake
Tell us about you, your household, dependents, income, business activity and overall tax situation. Please answer each question completely and accurately.
Upload ALL Required Tax Documents
Upload all required W-2s, 1099s, identification, income records, business records and other applicable tax documents to your LuxeLogic Tax Client Portal.
We Review & Prepare
Your return can move into preparation after your client intake is complete and ALL required tax documents have been uploaded to your LuxeLogic Tax Client Portal.
Review & Sign
Once preparation is complete, you'll receive instructions to review your return and complete all required signatures and filing authorizations.
We E-File Your Return
After your return is complete, reviewed, signed and authorized for filing, we'll electronically transmit your return to the appropriate taxing authorities.
Completing your client intake is only the first part of the process. ALL required tax documents must also be uploaded to your LuxeLogic Tax Client Portal before your return can move into preparation.
Have your tax documents ready.
After completing your intake, make sure all required documents for your tax situation are uploaded to your LuxeLogic Tax Client Portal.
Your Client Document Checklist
The details matter.
Your client intake helps us understand your filing status,
dependents, income, deductions, credits, business activity
and other circumstances that may affect your tax return.
Please answer each question completely and accurately.
If something does not apply to you, follow the instructions
provided on the form.
If you're unsure about something, we'd rather you ask than guess.
Completing your client intake alone does not begin tax
preparation and does not mean your return has been filed.
ALL required tax documents must be uploaded to your LuxeLogic
Tax Client Portal before your return can move into preparation.
Your return must then be prepared, reviewed, completed, signed
and authorized for electronic filing before it can be transmitted.
Let's Get Your Tax Return Started.
Start by completing your LuxeLogic Tax Suite client intake. After your intake is complete, all required tax documents must be uploaded to your Tax Client Portal.