TaxesToGo® · Secure Client App
File from anywhere.
TaxesToGo is the secure mobile client experience of Ross & Associates Tax Office. Upload your documents, message your preparer, sign electronically, and track your refund — while experienced professionals with nearly 30 years of combined expertise prepare your return.
9:41
Your Return
2025 Tax Year
Understanding the service
What is TaxesToGo?
TaxesToGo is a professional tax application that connects you directly and securely to your preparer at Ross & Associates Tax Office. It is not a do-it-yourself tax program — it is the private, encrypted channel our clients use to send documents, answer organizer questions, review their return, and sign.
Why we use it. Tax documents contain the most sensitive information a family owns: Social Security numbers, income, dependents, banking details. Email and text messaging were never designed to carry that data. TaxesToGo gives every client a protected file room, so nothing sensitive ever travels through an unsecured inbox.
How it benefits you. You can start your return at lunch, photograph a W-2 that arrives in the mail that evening, message your preparer with a question the next morning, and sign the finished return from your kitchen table — all without a single office visit, and all while a licensed professional does the actual work.
Remote clients across the country, busy professionals, self-employed filers, and families juggling work and school schedules all use TaxesToGo for the same reason: it removes the logistics from tax season without removing the expertise.
Encrypted end to end
Documents protected in transit and at rest.
Built for mobile
Camera uploads, saved progress, any device.
Secure messaging
Talk to your assigned preparer in-app.
E-signature
IRS-compliant signing in seconds.
Refund tracking
Follow your filing and refund status.
Year-round records
Prior returns available whenever you need them.
Your filing journey
How TaxesToGo works
Simple. Secure. Convenient. Here is exactly what to expect from the moment you download the app to the day your refund arrives — and every month after.
Step 1
Download & connect
Install the official TaxesToGo app on iOS or Android and connect securely to Ross & Associates Tax Office using our office code. Create your secure account and begin your tax organizer.
Step 2
Upload your documents
Photograph or upload W-2s, 1099s, receipts, identification, and any supporting documents. Every file is encrypted in transit and at rest before it reaches your preparer.
Step 3
We prepare your return
An experienced tax professional — not just software — reviews your information, applies every credit and deduction you qualify for, and contacts you directly if anything is missing.
Step 4
Review & e-sign
Review your completed return in the secure portal, ask questions, and sign electronically from your phone, tablet, or computer. No printing, no fax, no office visit required.
Step 5
We electronically file
Once you approve, we e-file with the IRS and any applicable state agencies as an IRS Authorized E-File Provider, then confirm acceptance back to you.
Step 6
Track & stay connected
Follow your refund, exchange secure messages with your preparer, and retrieve copies of completed returns and prior-year records — year-round, not just during filing season.
Why use TaxesToGo?
Why clients love filing this way
The convenience of modern technology, backed by professionals who have guided clients through nearly three decades of tax law changes.
Bank-grade encryption
Your documents and personal data are protected with the same class of encryption used by financial institutions.
Secure document uploads
Snap a photo of a W-2 and it lands directly in your protected client file — never in email or text.
Mobile convenience
Start, continue, and finish your return from anywhere. Your progress is saved automatically.
Electronic signatures
Legally binding IRS-compliant e-signature, completed in seconds from any device.
Direct communication
Message your assigned preparer inside the app instead of playing phone tag.
Faster turnaround
Documents arrive complete and legible, which means fewer delays and quicker filing.
Reduced paperwork
No printing, scanning, or driving documents across town. Everything stays digital.
Year-round access
Retrieve prior returns and tax records any time you need them for a loan, lease, or aid application.
Our commitment
Secure. Professional. Convenient.
TaxesToGo is part of the secure client experience offered by Ross & Associates Tax Office. It is designed to protect sensitive financial information while making professional tax preparation easier and faster for the individuals, families, and businesses we serve.
Secure
Encrypted uploads, protected client files, multi-factor secured accounts, and documented access — no sensitive data over email or SMS.
Professional
Every return is prepared and reviewed by an experienced Ross & Associates tax professional and filed by an IRS Authorized E-File Provider.
Convenient
Fully remote from first upload to final signature, with year-round access to your documents from any device, anywhere.
Video walkthrough
See TaxesToGo in action
Our production team is filming an updated product tour covering secure document upload, e-signature, and refund tracking. In the meantime, our team is glad to walk you through it live.
Coming soon
TaxesToGo product walkthrough
A guided tour of the client app is in production. Prefer a personal demonstration? Call or text our office and we will screen-share with you.
Request a live walkthroughFrequently asked questions
TaxesToGo questions, answered
Download the app
Get TaxesToGo now
Use our official download link to install TaxesToGo on iOS or Android, then connect to Ross & Associates Tax Office to begin your return. New client? Our team will help you set it up on the first call.
Official download link provided by Ross & Associates Tax Office. The app connects securely to your assigned client preparer.