From your first question to a filed return
Simple, clear and on your schedule. Work with us online, or meet in person by appointment.
Answer the questionnaire
About five minutes of plain questions, such as whether you received a W-2 or own a home with a mortgage.
Accept your estimate
See each form and its price, plus the expected turnaround. Accepting sends your estimate to us.
Book your call
Pick a time by phone, video or in person. We confirm your estimate and answer your questions.
Upload your documents
After your first call you'll receive an email invitation to our secure Intuit Link portal. Nothing sensitive goes by plain email.
We prepare and review
A person prepares and reviews your return. Most are ready 2 business days after we have all your documents.
Sign and file
Review your finished return, sign electronically, and we e-file it for you.
Secure by design
Documents move through an encrypted client portal, never regular email.
Quick turnaround
About 2 business days once everything is in. We tell you up front if yours needs longer.
Real conversations
You talk with the person preparing your return, not a call center.
Prepared by a person. Every time.
Every return is processed, prepared and reviewed by a person. We do not use AI to prepare your return or make decisions about it. We may use automation for things like scheduling reminders.
See your price in about five minutes
Answer a few questions about your year, see your price, line by line, and book a call when you are ready. No commitment until you say go.
Price my return