How It Works
Eight steps. No surprises.
Knowing what happens next removes most of the anxiety from tax season. Here is the entire process, start to finish.
Get Started
Answer a few questions about your tax situation so we know what your return involves.
Send Your Documents Securely
Upload the tax documents necessary to prepare your return through the secure portal — never ordinary email.
We Review Everything
Your information is reviewed for completeness and potential issues before preparation begins.
We Ask Questions
If something is missing, inconsistent or needs clarification, you will hear from us. Questions are part of the process.
Your Return Is Prepared
We prepare the applicable federal and state returns based on the information you provided.
Review Before Filing
You receive an opportunity to review your return and ask questions before authorizing us to file. Nothing is filed until you have seen it.
Sign & E-File
Once approved and properly signed, your return is electronically filed when eligible.
Keep Your Records
You receive a completed copy of your return for your records — yours to keep, always.
The review-before-filing step is not a courtesy — it is the point. The IRS advises taxpayers never to sign a blank or incomplete return and to review it before signing. We build that review into every engagement.
Start Step 01