A Simple Path to Smarter Tax Decisions
From getting started to receiving your completed return and planning insights, we make the process clear and straightforward.
01
Choose your plan
Pick Tax IQ Select, Connect or Complete and submit the service form.
02
We review
Our team reviews your request within 1–3 business days.
03
Sign & pay
Sign your engagement agreement and pay your invoice in your secure client portal.
04
Share
Complete your tax organizer and upload your documents in the portal.
05
We get to work
We prepare and analyze your return, and a credentialed tax professional reviews everything. You then review your return and sign Form 8879; we file it and deliver your results and personalized insights.
What You Can Expect
Clear Communication
We explain tax issues in plain English so you understand your options.
Personalized Guidance
Your tax situation is reviewed based on your specific circumstances and goals.
Secure Handling
Your tax and financial information is handled through secure systems and processes.
Forward-Looking Advice
We look beyond filing to identify planning opportunities that may help in the future.