Your next step starts here
Choose the filing option that works for you. Our team will confirm your needs, explain your quote, and guide you through the next steps.
Have questions, several income sources, a business, or prior-year returns? Start with Client Intake or book a conversation with our team.
Choose Phone, Zoom, a confirmed in-office appointment, or a mobile visit where available.
See appointment optionsFollow our download and connection instructions, then share clear images of your tax records through the app.
Your preparer will ask follow-up questions and provide review and signature instructions.
Open app instructionsShare your filing needs, tax year, and income types. Mention W-2 and 1099 income, freelance work, business ownership, rental property, or changes in your household.
Start with the approved intake organizer or speak with your preparer.
Use the checklist that matches your situation. Keep complete income and expense records, identification, prior-year returns, and applicable supporting documents ready.
Open forms & checklistsYour preparer will confirm the work needed and explain preparation charges before proceeding. Ask about any separate provider or optional product fees.
Let us know if additional forms or tax years are discovered so the scope can be confirmed.
Answer follow-up questions, review the completed return carefully, and follow the secure signature and authorization instructions from our team.
Watch your inbox and check Spam or Junk for messages. Keep your final records after filing.
Use TaxesToGo or the secure method provided by our team for sensitive documents. Please do not send Social Security numbers, identity documents, or banking details by ordinary email or text.
In-office locations and mobile visits require advance confirmation. Contact our team before traveling.