File Online
File Your Taxes Online With AFS
Upload your documents, sign electronically, and track your return from anywhere. Real people prepare your return every step of the way.
Claim Your Free Tax Organzier Now
Looking to get a head start on your taxes? Click the button below and we will send you your free tax organizer.
STEP 1
Create or Sign In to Your Portal
Everything begins inside your secure AFS Taxsavers Portal — the same system where you’ll upload, sign, and track your return.
New Client: Create your account here. You’ll receive a welcome email within 24–48 hours with login instructions.
Returning Client: Sign in to your existing account.
STEP 2
Complete Your Client Questionnaire
Fill out a brief information form to help us understand your specific tax situation and ensure accurate filing. You can download and print the form using the links below.
Bring all that apply:
- Social Security or other taxpayer ID numbers for you, your spouse, and dependents
- Birth dates for you, your spouse, and dependents
- Income statements: Forms W-2, W-2G, 1099-R, etc.
- Interest and dividends statements from banks, brokerages, etc.
- Form 1098 from your mortgage lender
- A copy of last year’s tax return
- Bank routing and account numbers
- The amount you paid for childcare and the childcare provider’s tax identification number
- Receipts for charitable donations
- Form from step 2
STEP 3
Gather Your Documents
To make the process go as smooth as possible, please have all your tax
documents with you during your appointment. Use the list to the right as guide for all of the documents you must bring. Please include the form from step 2 with your tax documents.
STEP 3
Drop off your tax documents
Use our 24-hour secure drop box, Service Window, or simply walk into our
office and our friendly staff will assist you in dropping off your documents.
STEP 4
Upload Documents to Your Portal
Log in to your portal and upload every file you collected in Step 3.
You’ll see your files listed under the “Documents” section as soon as they upload.
If you have trouble uploading, you can always email or call us for assistance.
STEP 6
Check In When You’re Finished
After all your files are uploaded, click the “Check In” button in your portal.
This tells us your return is ready for review.
We will not begin working on your return until you have checked in.
After Check-In — Choose Your Next Step
Once you’ve checked in, you have two options for how we’ll complete your return:
Step 6 – Option A
Online Drop Off
Skip the meeting and let our preparers take it from here.
We Prepare Your Return
Our team reviews every file and begins preparing your return.
If anything is missing, we’ll reach out through your portal or by email.
Review and E-Sign
You’ll get an email when your return is ready.
Log in to your portal to review your return line by line and sign electronically.
Pay Securely Online
Pay by credit card, debit card, or bank transfer directly in your portal.
Track Your Status and Refund
You can check your return’s progress and view IRS and state updates anytime.
Best for clients with documents ready and no major changes from last year.
Step 6 – Option B
Online Appointment
Meet virtually with one of our tax professionals to go over your return face-to-face.
Book Your Appointment
Choose your preparer and time
Meet Online
We’ll email you a secure video link — no software download needed.
Your preparer will walk through your return and answer questions live.
E-Sign and Pay
After your meeting, log into your portal to review, sign, and submit payment.
Track Your Status
Check progress and refund updates any time in your portal.
Ideal for clients with business income, multiple states, or complex situations.
File Your Taxes
File Your Taxes A Different Way
Drop Off
Drop off your documents at our office and let our preparers handle the rest.
File In Person
Have your taxes filed 1-On-1 with one of our tax experts.