Our Standard Service

We created Tax "What If" to be uncomplicated and user-friendly. It works in three steps:

Step 1: Log in to our service with your unique password. It's a class III storage facility with the same level of security and encryption as credit-card companies.

Step 2: Deposit a client's previous years' tax return in a unique cabinet named for them that only you can see or enter.

Step 3: Request a "What If" tax return from our menu of possibilities, or you can order a custom "What If".

That's it! The "What If" Returns are available for you to view, print and use to help you close your sales!

Our "Plus" Service

Our Plus Service works conveniently from your cell phone or iPhone in four easy steps:

Step 1: Call our service at 1-888-871-4560. Enter your unique password.

Step 2: Put our tax overlay over your client's returns.

Step 3: Request a Tax "What If" return by following the simple template instructions.

Step 4: Tell us where to deliver the return: Your e-mail, into a shared folder, or your private file cabinet.