Seven-Step Process

To simplify individual and family tax filing, Copper River Tax has designed a 7-step process to help you complete your taxes from the comfort of your home. While we look forward to working with you, you can begin the process without talking to us if you prefer not to speak over the phone.

• 1️⃣ Register Your Copper River Tax Account You can register and log in to the client portal to start the tax filing process. Click to proceed
• 2️⃣ Choose Service Tier If you prefer the free service, skip to Step 4. To upgrade to the premium tier, select 'Upgrade' in the client portal. View pricing table
• 3️⃣ Pay Service Fee To better serve each client, we require clients to pay the premium upgrade fee before starting individual and family tax filing. If the actual filing exceeds the selected tier, we will communicate and adjust the fees accordingly.
• 4️⃣ Provide Tax Information In our newly designed client portal, fill out personal and family information and upload tax documents (premium tier only). Once the information is provided, our team will start preparing your tax return.
• 5️⃣ Review Tax Return We will upload your tax return to the client portal for you to review carefully.
• 6️⃣ Sign Tax Return (Premium Tier Only) Before we electronically file your tax return, you need to sign an e-file authorization. If any tax form cannot be e-filed, it must be printed and signed.
• 7️⃣ Submit/Mail Tax Return After you upload the signed e-file authorization, we will file the return and inform you of the results. If mailing is required, we will provide the relevant address. Free-tier users must mail the tax return themselves.

We welcome your feedback to help us improve our service.