How it works
From first question to filed return — in four steps.
A guided process designed to answer three questions quickly: Can you help me? What do I need to do? How do I start?
Prefer to talk? Call +1 (302) 202-2139
The process
A simple, guided process from first conversation to filed return.
- 01
Tell Us About Yourself
Share your situation online or by phone. We'll confirm the services you need and send a document checklist.
- 02
Upload Your Documents
Upload W-2s, 1099s and other documents securely — drag & drop on desktop or snap photos on your phone.
- 03
Professional Review
A tax professional prepares your return, reviews it for accuracy and walks you through the results.
- 04
File & Track
Once you approve, we file your return and keep you updated until it's accepted.
What working with us feels like
Do it from anywhere
Everything can be done online or by phone — no office visit required.
A real person to talk to
Questions go to our team, not a chatbot.
Review before filing
You see and approve your return before it's submitted.
Clear status updates
We keep you informed from documents received to filing accepted.
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Frequently asked questions
Still have questions? Talk to our team
Ready to Get Your Taxes Sorted?
Start with a simple conversation. Tell us what you need and we'll help you determine the right next step.