HOW IT WORKS
A simpler way to file.
Clear steps from your documents to your refund, with CPA oversight built in.
From upload to eFile
A guided process that keeps you moving forward.
01
Submit Tax Documents
Upload your tax documents securely from anywhere.
02
Quick Interview
Join a quick interview with our agent to review all your forms and ensure we're not missing any important information or deductions.
03
CPA Review & eFile
A CPA reviews your return, signs it, and eFiles it for you.
04
Receive Tax Refund
Track your way to your refund with confidence.
CPA ReviewedReady to FileReturn Completed
DESIGNED AROUND YOU
File from anywhere
Complete your return remotely with a simple digital process and less unnecessary back-and-forth.
What you'll need
- W-2s and 1099s
- Prior-year return, if available
- ID details
- Deduction documents
READY WHEN YOU ARE