How It Works

 

How our tax prep works

Simple, secure, fast. Most returns finish a few business days after we have all docs.

  1. Intro call (10–15 min) — scope & quote.
  2. Secure upload — W-2, 1099s, prior return, ID.
  3. Prep & review — we reconcile and draft.
  4. Walkthrough — approve & pay.
  5. E-file — digital copy + next steps.

Security: Don’t email documents—use the portal.