Step 1
Upload your tax documents
- Gather your tax documents and upload them to our secure portal. This can be done easily by snapping photos with your phone or tablet. After this step is completed, we can schedule an appointment for you to speak with your tax accountant.
Step 2
Meet your tax accountant
- You’ll be matched with a CPA or EA that is an expert for your unique situation. Your expert will make sure you get every deduction and credit you qualify for. They will get to learn more about you and answer all your questions.
Step 3
Authorize Tax Return Filing
- A copy of the prepared tax return will be uploaded to the client portal for your review. Your dedicated accountant can review the return with you and answer your questions. Once everything has been approved, we’ll file the return for you.