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: Returns & Add-on Forms

2026 Federal Tax Return
$300.00

End-to-end support for 2026 individual federal tax return, including e-filing by a licensed CPA. Don’t forget add-ons to complete your package!

Add-on: Schedule D
$100.00

Did you invest in stock/assets? Reporting your capital gains/losses is a must.

Add-on: 2026 State Return
$100.00

On top of your federal return, you may need to file state return(s). This add-on is required for each separate state filing depending on where you live and where you work.

Add on: Schedule C
$150.00

Did you have a side hustle/small business? Report your income and write-off expenses

Previous years' 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.

Add-on: Schedule E
$120.00

Did you have any supplemental income? Schedule E allows you to report losses/gains