Secure Tax Intake
Start your tax file with the information a preparer needs.
This intake is built for individual, family, self-employed, and small-business tax clients. It helps Victory Tax Group identify missing documents, filing status, dependents, income forms, deductions, credits, refund delivery needs, and signature readiness before the return is prepared.
Document Security
Do not email full SSNs, bank proof, IDs, or tax documents. Use the client portal for sensitive uploads.
Open Secure Portal