Six steps, no office visit, no guesswork
You'll always know what happens next, what it costs, and when it's due. Nothing gets filed without your say-so.
- 01
About 15 minutes
Tell us about your year
You fill in the secure intake form — who's on the return, what income you had, what changed since last year. There are two versions, one for personal returns and one for businesses, and you pick the one that fits.
- Works on a phone
- Save and come back to it
- Upload documents as you go
- 02
Within one business day
We confirm scope and price
Before any work starts you get a flat quote based on what your return actually involves. If something in your intake suggests the return is more or less than you expected, we say so then — not after.
- Written, flat quote
- No charge for this conversation
- Re-quoted before any extra work
- 03
3–5 business days, typically
Your return is prepared
A licensed preparer builds the return, reads your prior-year filing alongside it, and checks credits line by line. Anything missing gets one clear list rather than a trickle of emails.
- Prior year read for missed items
- Credits checked individually
- One consolidated document request
- 04
20–30 minutes
We review it together
You get a call or a written summary — your choice — covering what the numbers say, what changed from last year, and anything worth doing differently before December.
- Plain-language walkthrough
- Questions answered before signing
- Planning notes for next year
- 05
Same day
You approve, we e-file
Nothing is transmitted until you sign. Once it goes, you get confirmation of acceptance and a complete copy of everything filed, in a format you can hand to a lender.
- Electronic signature
- IRS acceptance confirmed to you
- Full PDF copy for your records
- 06
All year
We stay reachable
Tax questions don't only occur in April. If a notice arrives, a lender needs a document, or you're deciding something with tax consequences, the line stays open.
- Notices read and answered
- Mid-year projections available
- Quarterly reminders if you need them
What to have ready
You don't need all of this to begin — the form saves as you go — but a complete file is what turns three weeks into three days.
Everyone
- Photo ID
- SSNs for everyone on the return
- Last year's return
- All W-2s and 1099s
- Bank details for direct deposit
If self-employed
- Income totals by source
- Expenses by category
- Business mileage for the year
- Home office square footage
- Equipment bought this year
Missing something? Start anyway — we can often pull an IRS wage and income transcript to fill the gaps. Or call 313-771-4400.
Never miss a tax deadline again
Quarterly dates, filing reminders and the deductions people miss — sent when they matter, not all year round. Free.
Step one takes about fifteen minutes
Fill in the intake form whenever suits you. We'll come back with a quote and a timeline within one business day.
Monday – Thursday, 9:30am – 5:00pm ET · Every message answered within one business day.
