New clients
Let’s get you set up
Welcome to Elite Pro-Tax. Tell us a little about you and what you need — then we’ll take you to create your secure client account.
How it works
Tell us about you
Share your name, contact details and the services you’re interested in.
Create your account
We’ll take you straight to your secure client portal to finish setting up.
We take it from here
Upload your documents and a member of our team will reach out to get you started.
Not sure what to gather? Download the tax appointment checklist — no sign-up needed.
Not sure which service you need? Answer a few quick questions, or see what happens at a first appointment.
Already a client? Sign in to your portal.
Get Started takes you to create your secure client account. Schedule a Free Discovery Call books a time to talk first — either way, we’ll receive your details.