(202) 301-3733
How to Get Started

Filing your tax return
just got easier.

We've slimmed the process down to include the absolute essentials, which means that you won't spend hours in our office while we page through endless manuals, nor will you endure the uncertainty of knowing whether you've filed your own taxes properly. Simply submit your information and relax while we do the work. Here's how:

Step 1Create Your Account

Our customer service portal and mobile app are connected, providing a seamless experience for the client. Use either the mobile app or our website to create an account and allow our system to guide your through the process.

Step 2Complete Forms

Upon creating your account, our customer portal will prompt you to complete an intake form, a tax filer's questionnaire and a few IRS-required documents. Our system auto-saves your answers as you move along.

Step 3Upload Documents

Our system will prompt you to upload the specific documents needed for your return-- but like every other tax preparer, we'll need your government-issued ID, social security cards for your dependents, W2's, etc., to get started.

Step 4e-Sign & Authorize

While it may take a week or more to get a tax prep appointment and several hours to complete the return once you're at their office-- we move much more quickly. Your return will be completed within five business days of our receiving all forms and documents. We'll send a draft of your return electronically, collect your electronic singature and e-file your return.

It's Easy to Get StartedReady to File?
Start Here.

At CitySource, there's no need to wait for an office visit. Our customer portal and mobile app allow you to start your tax return immediately by creating a customer account, answering our questionnaire and uploading your documents.
Create Account & Get Started