Complete our brief intake and open your secure portal. Upload last year’s return so we can confirm fit and provide a quote.

Receive a personalized video walkthrough of your return — clear, convenient, and available to watch on your own time. No live meeting required.

Upload your current-year tax documents through our guided portal. We’ll review them and notify you if any additional items are needed.

Approve your return with a secure signature right in the portal.

We handle the preparation so you can focus on what matters most. Each return is carefully reviewed by our team before being sent to you for final approval.

We e-file your federal and state returns and let you know when they're accepted.