Tax services
Individual tax services, explained simply.
From a single W-2 to foreign accounts and IRS letters — choose a service below or let our service finder point you in the right direction.
Prefer to talk? Call +1 (302) 202-2139
Choose your service
Every service includes professional preparation, a review with you before filing, and ongoing support.
Federal Tax Filing
Professional preparation and e-filing of your federal individual income tax return.
Learn MoreState Tax Filing
State-specific filing for residents, part-year residents and multi-state earners.
Learn MoreFBAR Filing
FinCEN Form 114 reporting for foreign bank and financial accounts.
Learn MoreFATCA Reporting
Form 8938 reporting of specified foreign financial assets with your tax return.
Learn MoreITIN Processing
Guidance and preparation for Form W-7 ITIN applications and renewals.
Learn MoreTax Amendments
Correct errors or missed items on a previously filed return with Form 1040-X.
Learn MoreIRS Representation
Help responding to IRS notices and support through the audit process.
Learn MoreIndian Tax Services
Indian income tax filing for NRIs and residents, supported by our dedicated India team.
Learn MoreNot Sure Which Tax Service You Need?
Answer a few simple questions and we'll point you in the right direction.
Step 1 of 3
How It Works
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.
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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.