How to use Decision Tree Tax Advisors Remote Tax Preparation App.

1. How To Use The
Decision Tree Tax Advisor
Tax Prep
App
We Prepare and File IRS Forms
1040
1120
1120s
1065
990
Kevin Wenke

2. We Do The Work
While You Do
Something Else!
All You Need Is A
Phone or
Computer, Your ID
and Tax Forms (For
Example W-2’s and
1099)

3. We Do The Work
While You Do
Something Else!
The Phone App
Can be used in
conjunction with
our web based
platform as well.

4. Step #1
Download
The
“MyTaxOffice”
App

5. Step #2
• Account Name
• Use SS# or EIN
• Password
• Tax Year
• In 2020 you
will be doing
2019 taxes.
• Sign Up/Sign In

6. Step #3
• Fill Out Personal
Information

7. Step #3
• Fill Out Personal
Information
• GET YOUR FIRM
PASSWORD
FROM YOUR
TAX ADVISOR
• Click Next

8. Step #4
• Continue by
filling In Your
Address
• Click Save

9. Step #5
• Email address
where notifications
will be sent
• Home/Cell/Business
phone
• Bank account info
for direct deposits
• Click Save

10. Step #6
• Screen explains
more on how
our app works.
• Click Continue

11. Step #7
Our Application
Interface

12. Step #8
• Upload your document
• Select Document Type
• Fill in Description and
Name.
• Can take a picture or
upload a file from
phone.
• Repeat until all your
documents are linked
to your account.

13. How To Use The
Decision Tree Tax Advisor
Tax Prep
App
If You have Any Questions or
Problems Do Not Hesitate to
Call or TEXT Message Your
Tax Advisor!
Kevin Wenke