
WHY OCCENAT?
Professional Support From Start to Finish
Convenient Online Filing
Complete a short intake form to get started.
Secure Tax Process
Sensitive tax information is handled through a secure tax platform.

Clear Communication
Know what step you’re on and what you need to do next.
Year-Round Support
We’re available for tax questions and support beyond tax season.
GET STARTED
Start Your Tax Return
Complete the short form below to begin. Once submitted, you’ll be redirected to our secure tax intake system to complete your tax information.
GET STARTED
What You May Need
Having your tax documents ready can help make the filing process faster and easier. Common documents may include:
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W-2s
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1099s
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Photo Identification
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Prior-Year Tax Return
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Business Income & Expense Information
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Dependent Information
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Mortgage or Education Documents
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Other Tax-Related Forms
The documents required will vary based on your individual tax situation. Your tax professional may request additional information.
