Most personal tax returns.
Includes freelance, gig, 1099 income, or frequent trading activity
Quoted in advance for rentals, multiple businesses, partnerships, or advanced filings.
You upload your documents securely, answer a few questions, and we prepare your return. We’ll message you if anything is missing. When it’s ready, you review, e-sign, and we e-file.
Most clients need: photo ID, Social Security cards (or ITIN letters), W-2s/1099s, and any tax documents for income, deductions, and dependents. If you’re self-employed, we’ll also ask for income/expense totals (or statements).
It’s optional, but strongly recommended—an organizer reduces back-and-forth and helps avoid missed items. If you prefer, you can upload documents first and we’ll follow up with targeted questions.
Most firms require payment before e-filing. We’ll send an invoice when your return is ready to file, and you can use your refund to pay (if eligible and free), credit/debit card, Apple Pay, Cash App, or Zelle.
Yes—documents are shared through secure tools (not regular email). We use encryption, access controls, and best practices to protect sensitive information.
We don’t recommend texting sensitive tax documents. Use the secure upload link or portal to protect your personal information.
We send e-signature forms electronically. You’ll review key numbers first, then sign from your phone or computer.
Yes. We can help with notices, amended returns, and planning questions after tax season.
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