You share your year.
We handle the return.
A clear path from a quick fit check to your all-inclusive quote, professional preparation and EA review.
A little from you.
A lot off your plate.
You don’t need to become a tax expert. Share your information, ask questions and approve your return. We handle preparation, with an Enrolled Agent reviewing the return before you approve filing.
Here’s what
happens next.
Check your fit first. Then complete the questionnaire and see your total price before preparation begins.
Take the four-question fit check →- You
Check your eligibility
Confirm your return type, household income and U.S. residency before starting.
- You
Complete your questionnaire
Tell us about your income, family and expenses, and provide your tax documents. You can save your progress and come back later.
- You
See and approve your total price
At the end of the questionnaire, you receive your all-inclusive quote. Preparation, EA review, included state returns and any applicable bank fee are covered. The price you approve is the price you pay.
- TaxFile360
Professional preparation
With your price approved and documents in hand, your preparer handles the tax return. We follow up if we need more information.
- TaxFile360
Enrolled Agent review
An EA reviews your return before it comes back to you. That is a federally licensed tax professional—not just another software check.
- You + TaxFile360
Approve, sign & file
Review your completed return, ask any questions, then sign and authorize us to file. Nothing is filed without your approval.
Questions deserve
a person.
Your client portal is the place for return documents, messages and filing progress. Keep your tax information together and know what happens next.
Received → Preparation → Review → Ready to sign → Filed → Accepted
More about preparation and review →Ready for the first step?
First, let’s make sure we’re the right fit for your return.