Congratulations on securing your tax prep service—your future self will thank you!
You’ve just taken a smart step toward keeping more of what you earn. With PRIME’s tax preparation service powered by Incite Tax & Accounting, you’re not just filing a return—you’re building a tax strategy designed to maximize your savings and support your long-term business growth.
You now have access to expert support, powerful tools, and educational resources to guide you through tax season with confidence. From expedited return processing to strategic year-end planning, your package was built to meet you where you are and help you grow from there.
Next Steps
Shortly after you complete your purchase, you should start receiving a series of emails from [email protected] giving you more information and instruction.
If you have not received these emails, try checking your spam or junk folders—sometimes inboxes will automatically discard emails from addresses it does not recognize. If you’re still unable to locate your emails, please reach out to [email protected].
Where to start
As outlined in the emails mentioned above, here are the first things you should do:
Set up your IRIS portal. This resource and storage portal is how you’ll access important resources, complete required documentation, and securely share and store information. You can access the portal at irisportal.incitetax.com.
Schedule your Welcome call. You should have received an email from your Tax Pro with a link to schedule this call. If you cannot find this link, please reach out to [email protected].
This step must be completed—Incite is unable to move forward with your services without completing your customer onboarding, so schedule your call as soon as possible!
Join our community. The Grow Your Wealth private Facebook group is a place to get unlimited tax support, see helpful updates, and get answers to your questions.
FAQs
Who is my tax professional?
Your first email from Incite (subject line: Hi [your name], welcome to Incite Tax!) will include the name and email of your assigned tax pro. If you are unable to locate that email, please reach out to [email protected]. This information can also be found in your IRIS portal by clicking “My account” under the “Quick links” section.
Who do I contact with additional questions?
If you have questions about your specific tax preparation services, please reach out to [email protected] or call 801-999-8295. For billing-related inquiries, contact [email protected]. For general tax strategy questions, we invite you to join the “Grow Your Wealth” Facebook community. You’ll find a wealth of Q&As already shared, and Incite advisors regularly monitor the group to respond to new posts.