You
A little from you
- Answer a short set of questions
- Upload the documents on your checklist
- Review the price before paying
- Review and approve your return
How it works
A little from you.
The rest,
with us.
Four stages. One place to see where things stand. Proposed launch experience. [VERIFY]
The journey
Four stages.
One calm path.
Scroll through each stage to see what happens, what you do and what we take off your hands. [VERIFY]
01 · Information
Tell us a little about you.
Create your account and answer questions about your situation. Only the information relevant to your return.
- Your situation
- Clear questions
02 · Documents
Bring your documents together.
Follow a tailored checklist and upload the documents your specialist needs. Secure-upload controls are pending validation. [VERIFY]
- One checklist
- One place
03 · Payment
Know the price. Then pay.
Review the proposed service and its price before payment. Scope and pricing will be confirmed at launch. [VERIFY]
- Clear scope
- No guesswork
04 · Specialist
Leave the preparation to us.
A specialist prepares your return. Follow the status, answer any follow-up questions, and review before authorizing filing. [VERIFY]
- Human help
- Visible progress
Who does what
Clear roles.
No guesswork.
You share what’s needed. Your specialist handles the preparation. Here is exactly where the line sits.
Your specialist
The rest, with us
- Reviews your situation and documents
- Asks only for what’s missing
- Prepares your return [VERIFY]
- Keeps your case status up to date
Documents
What to have ready.
Nothing more.
A starting list for your situation. Your specialist may ask for something else once they review your case.
Your document checklist- Identification for you and anyone on your return
- Income forms such as W-2 or 1099
- Last year’s return, if you have it
- Records for expenses you’d like reviewed
FAQ
A few less
question marks.
Good questions deserve straightforward answers.
Talk to a specialistHow long does it take?
It depends on your situation and how quickly your documents are ready. Your case shows each stage as it happens, and launch timelines will be published before we open. [VERIFY]
Do I review my return before it’s filed?
Yes. The planned flow asks you to review the prepared return and authorize filing yourself. Nothing is filed without your approval. [VERIFY]
What if my specialist needs more information?
They’ll ask inside your case with a clear list of what’s missing. You answer or upload from the same place. [VERIFY]
Can I pause and come back later?
Yes. Your progress stays in your account, so you can continue when it suits you. [VERIFY]
We’ll take it from here
Step one takes
a few minutes.
Tell us about your year. We’ll take it from there.