Get Started Now & Intro
Your personal CPA or IRS Enrolled Agent will contact you to explain the process and give instructions for providing the information we will need to prepare your tax return.
Tax Organizer & Documents
Simply upload your tax documents through our safe and secure data portal.
Hassle-Free Tax Prep
Your accountant will work with you to ensure your tax return is accurate and uncovers all the best opportunities for savings and deductions.
Draft Complete & Sign
Your accountant completes your draft tax return and sends it to you to review along with e-file authorization forms for you to sign. You only pay us after your draft tax return is complete. Once we receive your signed e-file authorization and payment, we will file your return electronically with the IRS.