Let’s Get You Started
You’re about to begin a modern, professional tax preparation experience designed to be clear, secure, and convenient from the start.
Our process is virtual-first for flexibility and ease, with in-person appointments available when helpful.
You’re in the Right Place
This page helps you begin the tax preparation process with clarity and confidence.
By completing the form below, you’re letting us know you’re ready to move forward and have your taxes prepared professionally. From there, we’ll guide you through the next steps to get everything set up smoothly and securely.
What Happens Next
You Create Your Secure Tax Portal Account
After submitting the form, you’ll be directed to our secure tax portal to create your account.You Complete Your Tax Organizer
The organizer walks you through exactly what’s needed based on your situation. You can save progress and return anytime.We Prepare Your Return
Once your information is complete, we begin preparing your return and will reach out if clarification is needed before filing.
A Few Things to Know
You don’t need to have everything perfectly organized to begin
Most clients complete the process virtually for convenience
In-person appointments or document drop-offs are available by request
Questions are welcome — guidance is part of the experience
Still have questions before we get started?
Email Us: [email protected]
Clear, Transparent Pricing — No Guesswork
We believe pricing should be clear and easy to understand before you begin. Below is our transparent pricing table, which provides a general idea of what to expect based on the complexity of your tax situation.
Professional Tax Preparation
$97 starting price**
**Covers a standard 1040 individual return. Pricing is based on the overall complexity of your return — not a checklist. The items below are common factors that may affect pricing, shown for transparency.
You’ll receive a clear quote before anything is filed.
✔ Transparency for every situation ✔ Every return includes $1M Audit Protection at no extra cost
* Final pricing is based on the information provided and the scope of work required. If additional work is needed beyond the initial scope, pricing will be discussed and approved before proceeding.
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