You share your year.
We handle the return.
A straightforward path from your first questions to your final approval.
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. Professional preparation and review are built into the planned service.
Here’s what
happens next.
Start with eligibility. If your answers suggest a fit, continue into the Cognito organizer.
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 organizer
Tell us about your income, family and expenses. Save your progress if you need to come back.
- You
Gather your documents
Follow the intake instructions and provide the forms needed for your return.
- TaxFile360 · Planned service
Professional preparation
Your preparer builds the return. You approve a written quote before preparation begins.
- TaxFile360 · Planned service
A second review
Another professional reviews the return before it comes back to you.
- You + TaxFile360 · Planned service
Approve, sign & file
Review the completed return, sign and authorize e-filing.
Questions deserve
a person.
The client portal is being set up to bring documents, messages and filing progress together.
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.