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Our Process

File your taxes in 5 simple steps


Let's chat! Get started with a 30-minute free introductory phone consultation to go over your case. We do ask you, however, to pay a $50 retainer towards your tax preparation fees.

You’ll love our best-in-class tax questionnaire (TQ): organized, simple to use, interactive. Unlike other companies that would have you complete outdated PDF or Word documents, we built a ‘smart’ form that works inside your browser or mobile phone.

When we receive your documents, we will analyze your case and draft an electronic engagement letter (EL). This way, you are 100% aware of the job scope and total cost before we get started.

Our standard turnaround time is fifteen (15) business days after you sign the engagement letter.

Please let us know if you have an urgent case. We can provide rush service.

Once the document is ready, we’ll upload it to your secure portal and at that point, you will be asked to pay. Once you confirm that you are happy with your return, we will e-file it on your behalf. Please note that in certain cases the IRS does not allow e-filing (if that applies to you, we will provide instructions on how you can mail it to the IRS).