KLATT TAX LLCTAX PREPARATION & ADVISORY
Tax preparation & advisory · Online client applications

Tax preparation, made clearer.

Individual and business tax services built around your situation. Apply right here, receive a personal review, and manage your engagement through our secure client portal if accepted.

Apply to become a client →Existing client portal
Personal attentionClear communicationSecure portal for accepted clients
The client journey

Simple, clear next steps.

  1. 1
    Submit an applicationComplete a short form directly on our website.
  2. 2
    KLATT TAX reviews your requestWe consider your circumstances, timing and service needs.
  3. 3
    Receive an acceptance decisionWe contact you about next steps and the engagement scope.
  4. 4
    Use your secure client portalAccepted clients receive a TaxDome invitation for documents, organizers, signatures and invoices.
What we do

Tax services for individuals and growing businesses.

Practical guidance for tax filings, changing circumstances and keeping your financial records organized.

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Individual tax preparation

Federal and applicable state returns, including wage, investment, family and education situations.

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Business tax services

Returns and advisory for sole proprietors and eligible business entities, tailored to your structure.

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Tax planning

Review withholding, estimated payments and life changes to plan for your tax obligations.

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Amended & prior-year returns

Help evaluating corrections, prior filings and the supporting information needed.

How it works

From your first inquiry to a secure engagement.

01 / APPLY HERE

Tell us what you need.

Apply on klatttax.com with basic contact information and a brief description of your tax situation.

02 / FIRM REVIEW

We personally screen requests.

KLATT TAX reviews your application and contacts you about suitability, availability and next steps.

03 / CLIENT PORTAL

Work with us securely.

After acceptance, receive a TaxDome invitation to exchange documents, sign and pay.

Ready to get your taxes organized?

Start with a short application. No Social Security numbers or tax documents required.

Apply for services →
Frequently asked questions

Questions, answered.

Do I need a portal account before applying?

No. You apply first and receive access to the secure TaxDome portal only after your engagement is accepted.

Where do I upload sensitive documents?

Accepted clients use their secure TaxDome invitation. Never submit SSNs, bank account numbers or tax forms through the public application.

Does applying establish a tax-preparation engagement?

No. Submission is only a request for services. Engagement terms and fees must be agreed separately.

How are your services priced?

Fees depend on complexity and scope. You can ask for a quote through the application process.