
W-2 Employees
Parents & Dependents
Self-Employed / 1099 Contractors
Small Business Owners
Students / First-Time Filers
Multi-State Income
IRS Letters / Identity Verification
Amended Returns (1040-X)
Step 1
Join the Waitlist or Start Intake
Choose the option that fits your timeline.
Step 2
Complete Your Engagement Form
Tell us about your tax situation so we can prepare accurately.
Step 3
Schedule an Appointment to Review Documents
1 on 1 appointment to verify infomation
Step 4
We Prepare & File Your Return
You’ll review your draft, sign electronically, and we submit to the IRS.
