TaxesToGo · Work with your tax preparer

Your taxes. Your phone.
Our personal guidance.

Start your tax preparation from wherever you are. Use TaxesToGo to share documents securely with Ross & Associates Tax Office and communicate with your preparer—without an office visit.

Get Started with TaxesToGo Prefer an appointment?

Download & connect

Open our TaxesToGo link on your phone. Follow the download and account instructions to get started with our office.

Share your documents

Follow the in-app instructions and upload clear, complete images of your tax documents. Your preparer will let you know if anything else is needed.

Stay in touch

Communicate with your preparer through the app. Respond to questions and follow the review and signature instructions provided by our team.

Have your records ready

Gather your photo ID, Social Security or ITIN documentation, income statements, prior-year return, and relevant deduction or business records. Your checklist depends on your situation; our team will help identify what is needed.

Use the app or the secure method our team provides for sensitive documents. Please do not send Social Security numbers, banking details, or identity documents by ordinary email or text.

Questions before you start?

Do I need to visit the office?

No office visit is needed to begin with TaxesToGo. Phone and Zoom appointments are available if you would like to speak with our team.

Is the app the same as booking a mobile visit?

TaxesToGo lets you work with your preparer through your phone. A mobile visit is a separate appointment where our team travels to you, subject to availability and confirmation.

What if I need help connecting?