Our secure online platform makes it easy to provide your information and upload the documents needed for your tax, bookkeeping, payroll or business services. Your information is encrypted and kept confidential, giving you a safe and convenient way to get started with LVP Accounting and Taxes.
Select a service below to complete the appropriate intake form and securely submit your information.
Individual & Business Tax Returns Complete your tax intake form to get started with your 2026 tax return.
Keep Your Business on Track Complete the bookkeeping intake form so we can set up your customized solution.
Simple. Accurate. On Time. Complete the payroll intake form to get started with your payroll setup or support.
Plan. Grow. Succeed. Complete the business development intake form to tell us about your goals and how we can
Stay Compliant. Avoid Penalties. Complete the quarterly tax intake form for your business so we can prepare and file your quarterly taxes.
Strategize Today for a Brighter Tomorrow. Tell us about your goals so we can create a personalized tax planning strategy for you or your business.
Complete your intake form, upload your documents, and we’ll take it from there.
Tell us about you or your business. This helps us understand your needs and get things started.
Answer a few more questions so we can make sure the service is the right fit for you and provide the best support possible.
Securely upload your required documents. (Examples will be provided in the intake form.)
Review your information, read and sign (if required), then submit your form securely.
These are the usual steps for all intake forms. The specific questions and documents may vary based on the service you select.
Your information is encrypted and secure. We take your privacy seriously.
Choose a service above or schedule an appointment today.
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