How it works

You provide the facts. We build the return.

You won't be transcribing tax forms into software. You answer questions, upload documents, and we prepare the return — human-reviewed before it moves forward.

1
Answer
Tell us about your tax situation — plain questions about your year, your family and your income. Not tax-form boxes.
2
Upload
Upload your W-2s, 1099s, prior-year return and other tax documents through the secure client portal. We handle the tax-form data.
3
We check & prepare
We review what you've provided, tell you directly in the portal if anything is still needed, and prepare the return. A human tax preparer reviews it.
4
Review, sign & file
You review the completed return, ask questions, complete the required authorization steps, and we e-file and deliver your final copy.

When does the 10-business-day window start?

It's a preparation window, not a filing guarantee. It begins once we have all the documents and answers required to prepare your return — which is exactly why we tell you what's still missing instead of leaving you to guess. Your own review and signature, payment, e-file transmission, and IRS or state acceptance timing sit outside that window.

A quick reminder about security

Please do not send W-2s, 1099s, Social Security numbers, or other tax documents by regular email. Use the secure client portal after signing in.

See Pricing Read FAQ