Our Process

Once we’ve compiled a draft of your return, we will follow-up with additional questions and iterate as needed. You’re part of the process and we keep communication open.

Step 1: Intake

After sign-up, we will send a questionnaire to kick-off the process and help us better understand your numbers, including potential deductions you may qualify for.

Step 2: Iterate

We will send you confirmations of the filings and continue to follow-up with you until the filing has been approved and if applicable, you’ve received your refund.

Step 3: Review

When we’ve finalized your return, we will share it with you for your review, including a Docusign link to confirm we can proceed with filing on your behalf.

Step 4: File
Work With Us

Our Services

2026 Individual Federal Tax Return
$300.00

End-to-end support for 2026 individual federal tax return. Starts with a questionnaire sent by our team, completion of tax return by a licensed CPA, and e-filing.

2026 Individual Federal + State Tax Return
$400.00

This package includes filing for your federal return and one state tax return - all completed by a licensed CPA and e-filing where possible. Get it done by the deadline!

Previous years' backlogged tax returns
$400.00

Are you behind on taxes? We will work hand-in-hand to clean up your numbers and file previous years’ tax returns while maximizing returns and minimizing penalties.