Your Tax Prep Journey
Think of tax season as a road trip you take every year. The destination? A perfectly filed return with every deduction you deserve. We're your co-pilot — you gather the gear, we handle the navigation. Let's hit the road.
Your tax return filed accurately, on time, and uploaded to your portal — with a hard copy available for 3 years.
Did you upload all your documents into your portal?
W-2s, 1099s, receipts, and any other tax documents
Did you complete your client organizer?
The organizer helps us capture every deduction for you
We begin inputting your tax documents
Our team gets to work reviewing and entering everything
Your Tax Preparer reviews your return with you
We'll walk through the numbers together — no surprises
Step 1: Pay your invoice. Step 2: Sign your signature forms.
Invoice is sent first — once paid, we send your signature forms. Both must be completed before we can file.
Complete your client organizer first
We'll send you a friendly reminder — it's quick and helps us find every deduction!
We send you a request for your missing documents
Don't worry — we'll tell you exactly what we need
Did you upload all your missing documents?
Check your email for our document request list
↩ Joins Main Flow
We begin inputting your documents
⏸ Your file is placed ON HOLD
We hold your file to make sure we don't miss any deductions for you. Upload when ready!
Have you paid your invoice AND signed your signature forms?
Both are required before we can legally file your return
🎉 Your return is filed!
Once accepted, it's uploaded to your portal. Request a hard copy anytime within 3 years.
We cannot file yet — waiting on payment & signature
Per policy, we cannot file until both are cleared — reach out if you need help!