Tax Preparation • Bookkeeping • Financial Solutions
Your taxes.
Handled.
Professional tax preparation with a modern client experience. File securely, communicate with your tax professional, upload documents, and track your progress online.
- Individual & Business Tax Prep
- Bookkeeping
- Virtual Service — All 50 States
All 50 States
Virtual service nationwide
Secure Client Portal
Documents, messages & updates
Year-Round Support
We work beyond tax season
IRS e-file Provider
Professional filing support
What we do
Financial services built around real life.
Whether you are filing a personal return, operating a business, or trying to keep better financial records, Green Goat gives you one place to start.
01
Individual Tax Prep
Professional preparation and filing for your personal income tax return.
02
Business Tax Prep
Tax preparation support for businesses and self-employed professionals.
GREEN GOAT PORTAL
Upload Documents
Send tax documents securely.
Refund Estimate
Get a quick estimate online.
Messages
Connect with your tax professional.
My Files
Keep your documents together.
The Green Goat Portal
Your taxes. Simplified.
Your portal is the center of your Green Goat experience. Start a filing, send documents, use tax tools, communicate with your team, and follow your file from one secure place.
- Secure document upload
- File and status updates
- Direct client messaging
- Free refund estimate tool
- Mobile-friendly access
Simple from start to finish
How it works.
STEP 01
Start Online
Enter the Green Goat Portal and begin your tax service securely.
STEP 02
Send Documents
Upload your tax documents and information directly to your account.
STEP 03
Work With Your Pro
Your Green Goat tax professional prepares and reviews your return.
STEP 04
Track Progress
Stay connected through your portal as your file moves through the process.
A message from Green Goat
More than tax preparation.
Green Goat is built around making financial services easier to access, easier to understand, and easier to manage. Our goal is to give clients professional support without the traditional stress.
More ways to use Green Goat
Tools, training and opportunities.
Use the portal for client services, explore tax resources, or learn more about working with Green Goat.
FREE TOOL
Refund Estimate
Try the free refund estimate available through the Green Goat Portal.
CAREERS
Join Our Organization
Explore training and opportunities to work with the Green Goat organization.
Ready when you are
Start with Green Goat today.
Create or access your portal account and take the next step.