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Internal coding
ProFiler info
Who should get submissions?
- Brian M Hogan EA
- Kevin G Hogan EA
Client info
Taxpayer's First Name
Taxpayer's Last Name
Spouse's First Name
Primary contact email address
Documents for client
Tax year
Document(s) for client to review
Drop files here or

Max. file size: 50 MB.
Any notes/instruction for the documents?
This will display on the client-side view, above the document links.
Bottom-line summery
Fed result
Enter "-" for balance due
Mail refund?
Direct deposit is the default
- Refund wil be mailed
Withdraw for Fed
Mail voucher is default
- Auto-withdraw
Withdraw date
When does client want withdrawal?
MM slash DD slash YYYY
Hidden
Fed_Refund
- (refund)
Hidden
Fed_Balance_due
- (balance due)
Hidden
Fed_DD
- will be direct deposited into your bank account within 1-3 weeks (after e-filing)
Hidden
Fed_Mail_check
- will be mailed to you within 2-6 weeks (after e-filing)
Hidden
Fed_Voucher
- payment voucher is in your tax copy
Hidden
Fed_Withdrawal
- will be pulled from your bank account on
Enter state information beflow, if any (blank if none)
State #1
Two-letter abreviation
State #1 result
Enter "-" for balance due
Mail State #1 refund?
Direct deposit is the default
- Refund will be mailed
Withdraw for State #1
Mail voucher is default
- Auto-withdraw
Withdraw date #1
When does client want withdrawal?
MM slash DD slash YYYY
State1_Refund
- (refund)
State1_Balance_due
- (balance due)
State1_DD
- will be direct deposited into your bank account within 1-3 weeks (after e-filing)
State1_Mail_check
- will be mailed to you within 2-6 weeks (after e-filing)
State1_Voucher
- payment voucher is in your tax copy
State1_Withdrawal
- will be pulled from your bank account on
Another state #1
- Add another State
State #2
Two-letter abreviation
State #2 result
Enter "-" for balance due
Mail State #2 refund?
Direct deposit is the default
- Refund will be mailed
Withdraw for State #2
Mail voucher is default
- Auto-withdraw
Withdraw date #2
When does client want withdrawal?
MM slash DD slash YYYY
State2_Refund
- (refund)
State2_Balance_due
- (balance due)
State2_DD
- will be direct deposited into your bank account within 1-3 weeks (after e-filing)
State2_Mail_check
- will be mailed to you within 2-6 weeks (after e-filing)
State2_Voucher
- payment voucher is in your tax copy
State2_Withdrawal
- will be pulled from your bank account on
Info
Bill amount
Bank account ending
Last four digits
Client already paid?
Since "Bill amount" is empty, please confirm here.
- Yes
Final email
Client(s) will get an email when they finish (assuming no questions were asked). In that email, they will get a copy of the documents attached above. You can add additional info below if you so desire (just remember they only get it if no questions were asked).
Final email comments
Enter any comments you want in the final email

Save and Continue Later

Hi {Taxpayer\'s First Name:37}!
Below you will find a copy of your tax return. Once you review it you can ask any questions you might have. If you do not have questions, this page will help you finalize the process so that we can e-file your taxes.
Hi {Taxpayer\'s First Name:37} & {Spouse\'s First Name:36}!
Below you will find a copy of your tax return. Once you review it you can ask any questions you might have. If you do not have questions, this page will help you finalize the process so that we can e-file your taxes.
Bottom-line summery
Below are your results:
* Fed {Federal refund or balance due:79} {Fed_Refund:121}{Fed_Balance_due:122} {Fed_DD:123}{Fed_Mail_check:124} {Fed_Voucher:125}{Fed_Withdrawal:126} {Withdraw date:117}
* {State #1:81} {State #1 result:80} {State1_Refund:128}{State1_Balance_due:129} {State1_DD:130}{State1_Mail_check:131} {State1_Voucher:132}{State1_Withdrawal:133} {Withdraw date:116}
* {State #2:156} {State #2 result:157} {State2_Refund:161}{State2_Balance_due:162} {State2_DD:163}{State2_Mail_check:164} {State2_Voucher:165}{State2_Withdrawal:166} {Withdraw date #2:160}
Documents for your review
Please click on the attachment link(s) below. Be sure to return to this page after you have reviewed the document(s). These document(s) will be emailed to you once everything has been finalized.
{Any notes/instruction for the documents?:109}
{Document(s) for client to review:39}
Have reviewed?
- I certify that I have reviewed the attached document(s)
Do you have any questions about your taxes?
- Yes, I do
- Nope, let's wrap it up
Questions
Please list your questions*
Your tax preparer will be notified once you press the "Save and Continue later" link below.
NOTE: Click the "Save and Continue Later" link below to send your question to us.
Billing
Our bill is {Bill amount:19}
Since we already have your bank account on file, the easiest way to pay our bill is to select "e-check" below.
How would you like to pay?
- E-check (preferred)
- Other
Please select how you would like to pay our bill.
Please keep in mind that we cannot e-file your tax return until we have received payment.
- Venmo
- PayPal
- Credit Card
- Mail a check
Thank you!
We will run an e-check against your account within 1-3 business days.
Send to email address
Please use the following email address to submit payment:

{Who should get submissions?:53:value}
Please keep in mind that we will charge a 3% convenience fee when processing credit cards.
Credit Card Number
Card Expiration Date
Card CCV Code
Zip code for card
Signature(s)
Taxpayer E-Filing Consent
How will your spouse sign?
- Spouse will sign now (using my device)
- Send email to spouse (using his/her device)
Spouse E-Filing Consent
Spouse's email address
After you click "Next" below follow the instructions on the next page to send a link to {Spouse\'s First Name:36}.

Save and Continue Later

Attention {Taxpayer\'s First Name:37}, please click "Save and Continue Later" to send this page to {Spouse\'s First Name:36}.

Hi {Spouse\'s First Name:36}!
Below you will find a copy of your tax return. Please look it over and then sign below.
Bottom-line summery
Below are your results:
* Fed {Federal refund or balance due:79} {Fed_Refund:121}{Fed_Balance_due:122} {Fed_DD:123}{Fed_Mail_check:124} {Fed_Voucher:125}{Fed_Withdrawal:126} {Withdraw date:117}
* {State #1:81} {State #1 result:80} {State1_Refund:128}{State1_Balance_due:129} {State1_DD:130}{State1_Mail_check:131} {State1_Voucher:132}{State1_Withdrawal:133} {Withdraw date:116}
Documents for your review
Click on the link(s) below to view files that have been shared with you: {Document(s) for client to review:39}{Any notes/instruction for the documents?:109}
Have reviewed? (spouse)
- I certify that I have reviewed the attached document(s)
Do you have any questions about your taxes?
- Yes, I do
- Nope, let's wrap it up
Questions
Please list your questions*
Your tax preparer will be notified once you press the "Save and Continue Later" link below.
NOTE: Click the "Save and Continue Later" link below to send your question to us.
E-filing consent for spouse
Spouse E-Filing Consent

Save and Continue Later

E-filing
e-file authorized?*
- I authorize my tax return to be e-filed
Interested in other services?
Please let us know if you are interested in any of our other services
- Budgeting advice
- Business consulting
- Investment advice
- Withholding advice
Comments
Anything else we should know about?

Save and Continue Later

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