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Our Easy Process

We understand that you would like the tax prep process to be simple! That's why we strive to make the steps as easy as possible!

Step 1: Get Started

All you need to do is provide us with some information about yourself on the Get Started page and we will direct you the rest of the way! On this form, you will also answer a few general questions and upload your tax documents.

When you complete the form, you'll receive an electronic copy of your tax return right away!

Step 2: Schedule & Join Your Virtual Meeting

After you have submitted all of your documentation, we will have your return prepared within 2 business days! At that point, we will give you a call to schedule a virtual meeting with a tax professional. 

During your virtual meeting, the tax senior will review your tax return with you and answer any questions you have.

Step 3: E-sign and Arrange Payment

Once all of your questions have been answered, you will be able to pay our preparation fee or elect to have payment taken from your refund. You will also immediately receive a document in your email that you can e-sign, giving us permission to e-file your return.

Then, sit back and relax, we take care of the rest! We will e-file your tax return immediately.