How it works
Four steps, all of them online. The fee is settled before any documents change hands, so you are never partway through the work wondering what it will cost, and there is no office visit at any point.
Step 1
Tell us what you need
Send a short description of your situation by email. No documents at this stage, and no identifying numbers.
A reply within one business day
Step 2
Get a fixed quote
You receive a fee in writing before any work starts, along with a list of the documents needed. If the scope changes later, the fee is agreed again before the work continues.
Usually the same conversation
Step 3
Send your documents
Documents are exchanged by email. Send them once the fee is agreed, not before.
At your pace
Step 4
Review, sign, and file
You receive the prepared return to review. Once you have approved and signed it, it is e-filed, and you get confirmation that it was accepted.
Filing confirmation follows acceptance
How documents are handled
Documents are exchanged by email, outside this website.
What that means in practice: send documents only once a fee is agreed, never before. Do not include a Social Security number, an ITIN, or a financial account number in a first enquiry. Documents are kept only as long as needed to prepare and support the return, and are not shared with anyone outside the preparation of your return.
If you would prefer a different method of exchange, say so and it can be discussed before anything is sent.
Ready to start
Describe your situation and you will have a reply within one business day. You can also write directly to [email protected].