✅ Only 4 Steps for submission
Step 1 — Create Your Account
Enter your business information and create your secure portal login. This gives you access to all required documents and updates.
Step 2 — Sign the Service Agreement
Review and sign the simple service agreement so our team can begin processing your Tipped Employee Refund on your behalf.
Step 3 — Complete the Guided Application
Watch the short video and fill out a few quick questions about your business. The whole process takes just a few minutes.
Step 4 — Upload Form 8821 (Business + Personal)
Sign IRS Form 8821 documents. This authorizes us to work with the IRS and secure your refund as fast as possible.