How it works

Four steps. Zero guesswork.

From first hello to filed return, you always know what's happening, what it costs, and what we need from you.

01

Tell us about your situation

Fill out a short form with your contact details and what you need. We never ask for Social Security numbers, tax documents, or bank details on our website forms.

02

Talk with a tax professional

A preparer reaches out to understand your situation, answer questions, and explain pricing before any work begins.

03

Share documents securely

We'll send you a secure way to upload W-2s, 1099s, and other documents. Sensitive files never travel by email, text, or social media.

04

Review, approve, and file

You review your completed return and sign the authorization before we e-file. After filing, we show you how to track your return with the IRS.

Start with step one.