How It Works

Begin by completing a brief intake form. This allows us to understand your tax situation and determine the appropriate level of service..

Step 1: Get Started

Intake Form

Upload your tax documents securely through our system. You’ll receive clear guidance on what is required based on your situation.

Step 2: Document Submission

After approval and confirmation of payment, your return is electronically filed. You will receive confirmation once filing is complete.

Step 4: Payment & Filing

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Two people working at a table with notebooks, glasses of water, and a laptop. A tall glass vase with two white calla lilies is in the background.

Processing time varies based on return complexity and seasonal volume. Most simple returns are completed within a few business days after all required documents are received.

Turnaround Time

Appointments are not required. In limited cases where real-time clarification is beneficial, optional remote appointments may be available.

Appointments

Begin Your Return

What You Can Expect

  • A person with darker skin typing on a laptop and another person with lighter skin taking notes at a white table, with a tall glass of water, a small beige vase, a white vase, and a large glass vase with two white calla lilies.

    Fully remote, secure service

  • A hand holding a fan of paint color samples next to a modern lamp with a round white globe on a concrete base.

    Professional preparation and review

  • Two people shaking hands, one wearing a striped shirt and black pants, the other wearing a beige shirt and khaki pants, against a plain beige wall.

    Clear pricing confirmed prior to filing

  • A person wearing a winter coat standing on snow-covered ground, looking out at a snow-filled landscape with distant hills and scattered buildings.

    No required appointments or office visits

  • Two hands reaching towards each other, one above and one below, against a plain background.

    Optional support if clarification is needed