Welcome to the Next Level Financial and Tax Services Secure Portal! To get started, please provide the information below. Once we’ve reviewed your submission, you’ll receive an activation link via email to access your secure portal. Our experts will then reach out to guide you through your virtual journey. From there, you can easily upload and manage your documents. Existing portal customers click here to go to the portal.
Thank you for joining the Next Level Document Portal! To begin using our services, please click the link below to access your secure portal. Your journey starts here, and we’re excited to have you on board. Should you encounter any issues, feel free to reach out to support at (804) 896 – 5186 or email at [email protected].
What’s Next?
Once signed in, you’ll be able to securely exchange all the information we need to prepare your tax return. Use the portal to provide all relevant tax documents and personal information. If you’re unsure about what we need, send us what you think is important, and we’ll guide you from there.
After signing up, a dedicated tax professional from our team will call you to discuss your unique financial situation and clarify any questions. Based on that discussion, we’ll create a tailored document upload checklist to ensure all required documents are accounted for. If you’ve already uploaded documents, we’ll review them promptly.
Once we have everything needed, your tax return can be completed in as little as one hour or up to 48 hours max, depending on complexity.
Evolving Your Finances, Elevating Your Business!
