How it works

Clear steps. No surprises.

Here is exactly what happens, and what we will ask of you at each step.

1
Start securely
Create your account and turn on two-step verification — or book an appointment if you prefer to start in person.
What you do
Choose how you want to work with us.
2
Share your documents safely
Upload documents through the secure filing system or bring them to your appointment. We never ask for them by email or text.
What you do
Gather your ID, income forms, and last year’s return.
3
Work with a trained professional
A tax professional who has completed our training prepares your return and explains it in plain language.
What you do
Answer questions and tell us about life changes this year.
4
Review and authorize
You review your return and the fee. Nothing is filed until you authorize it.
What you do
Ask anything that isn’t clear before you say yes.
5
After filing
The IRS and your state decide acceptance and refund timing. We show your status, and we are here if a letter arrives.
What you do
Keep your copy somewhere safe.

Start securely