Home / How it works
Secure, simple and handled by experts.
Book a consultation, upload your documents, get a plan and let us take care of the filing and follow-through.
- 01
Book a consultation
Pick a time for a private consultation. We'll look at your situation and lay out clear next steps.
Book a time - 02
Upload your documents
Send your tax documents and any IRS notices through our encrypted client portal.
Upload documents - 03
Expert review and plan
We review everything in detail and give you a clear plan for your return and your tax situation.
Review your return - 04
Filing and follow-up
We file your return and help you understand any IRS or state letters you receive afterward.
All client information is kept confidential and protected with 256-bit encryption through our secure client portal.
What to have ready
- Last year's tax return
- W-2s, 1099s and other income forms
- Current financial statements
- Any IRS or state notices
- A valid government-issued ID
- Form 1095-A if you had Marketplace health coverage
Typical timelines
Standard returns and routine requests3 to 5 business days
Complex returns and amendments2 to 3 weeks
Time-sensitive mattersExpedited
Ready for step one?
Pick a time for your consultation. It only takes a minute.