• YOUR SECURE TAX-PREPARATION GUIDE

Tax preparation, made easier.

Know what comes next, prepare your documents, and securely continue your return through MyTAXPortal.

Your tax information stays in MyTAXPortal. This website does not collect Social Security numbers, tax documents, banking information, or signatures.

Grab-A-Mow Lawn Pro benefit: $40 off tax preparation through the secure Angeli Financials Client App and MyTAXPortalGrab-A-Mow Lawn Pro benefit: $40 off tax preparation through the secure Angeli Financials Client App and MyTAXPortal
Elevated Wellness Me community benefit: $40 off tax preparation for students, Coach Ledger users, and Coach Network users
Elevated Wellness Me community benefit: $40 off tax preparation for students, Coach Ledger users, and Coach Network users
Simple & Secure Workflow

Four Steps to Complete Your Tax Return

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Create your secure portal account

Complete your organizer

Upload ID and tax documents

Review, approve, and e-sign

Register directly with your email and create your private MyTAXPortal login. A consultation is available if you want help, but it is not required to begin.

Answer guided questions about filing status, dependents, income, deductions, credits, health coverage, and refund preferences.

Upload clear photos or files of your photo ID, Social Security or ITIN records, W-2s, 1099s, prior returns, and supporting documents.

Review your prepared return with Ashley Angeli, approve the figures, and sign electronically inside MyTAXPortal.

— TAILORED SOLUTIONS

Professional tax services for peace of mind

Tax Pricing Options

Schedule Appointments

Review transparent filing packages designed for individual taxpayers, small businesses, and complex financial situations.

Book a convenient virtual meeting to address specific tax questions, plan strategy, or initiate your preparation process.

+ ANGELI FINANCIALS CLIENT APP

Virtual tax management at your fingertips

MyTAXPortal Security

Tax questionnaires, document uploads, engagement letters, return review, and electronic signatures remain inside MyTAXPortal.

Experience a seamless digital workflow with secure document uploading, status tracking, and direct communication through our Client App.

Warm professional photograph of Ashley Angeli reviewing financial papers in a modern office with warm lighting
Warm professional photograph of Ashley Angeli reviewing financial papers in a modern office with warm lighting
About Ashley

Dedicated tax guidance with a personal touch

Ashley Angeli delivers personalized virtual tax preparation and strategic advisory services designed to help individuals and small businesses navigate tax season with confidence.

By leveraging safe digital tools and clear step-by-step guidance, Angeli Financials simplifies complex tax filings while giving every client attentive support.

/ GET IN TOUCH

Virtual Consultations

Ready to get started on your return?

All tax preparation consultations and meetings are held virtually for your comfort and convenience.

Have questions about our virtual tax process or pricing packages? Connect with Angeli Financials to learn how easy secure tax preparation can be.

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Virtual & Secure Preparation

Contact

ashley@angelifinancials.com

330-536-9556

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