Now Accepting Tax Clients : Ask about our instant Refund Advances up to $7,000.

Begin Here

No matter your tax situation, this is the first step.

Whether you expect a refund, owe taxes, need prior-year returns filed, or want to explore a refund advance, complete the simple intake below. This helps us understand your needs and point you to the right next step.

It only takes a few minutes to begin. We’ll handle the rest.

Welcome to Your Quick Tax Intake!

Getting started is simple. This quick form only takes a few minutes and helps us understand what you need before we send your full tax intake.

Here’s what happens next:

  • Tell us who you are

  • Let us know which tax year(s) you need help with

  • Tell us if you’re interested in a refund advance, if available

  • We’ll send your next steps by email and text

  • Then you’ll complete your full intake and upload any documents we need

No need to have everything ready right now.
Start with what you know, and we’ll guide you through the rest.

About You

What Do You Need Help With?

You don’t have to know every detail right now ... just give us the basics and we’ll guide you through the rest.

You’re Almost Done!

That was the quick part. Once you submit this form, we’ll send your full tax intake and next steps by email and text.

You’ll be able to:

  • Complete your full tax intake

  • Upload your tax documents securely

  • Let us know about any additional tax years

  • Get updates as your return moves through the process

No need to have everything ready right now. Start with what you have, and we’ll guide you through the rest.

Please make sure the email address and phone number you entered are correct so you don’t miss your next steps.

DOCUMENT PREPARATION

What to Have Ready

Gathering your tax records doesn't need to be stressful. You only need digital photos or PDFs of the key documents listed here. If you are missing something, start anyway: our tax specialists will help you retrieve missing items during your review.

Takes under 5 minutes • 256-bit bank-grade encryption

W-2 Wage Forms

From all full-time or part-time employers you worked for in the tax year.

Earned Income

1099 Forms

1099-NEC, 1099-K, 1099-MISC, or 1099-INT from freelance, contracts, or investments.

Contract & Interest

Government Photo ID

Valid Driver's License, State ID, or Passport for taxpayer and spouse (if filing jointly).

Identity Verification

Dependent Info

Full legal names, dates of birth, and SSNs or ITINs for all claimed dependents.

Credits & Deductions

Prior-Year Tax Return (Optional)

Your previous federal return helps us verify Adjusted Gross Income (AGI) and quickly spot rollover carryforwards or missed deductions.

Accelerates Verification

TRANSPARENT & SECURE

Common Questions

Filing remotely should never feel uncertain. Here is everything you need to know about our encrypted virtual intake, refund advance timelines, and IRS compliance standards.

256-Bit Bank-Level Encryption
Authorized IRS e-File Provider ensuring complete privacy and immediate digital confirmation.

How does the virtual tax filing process work?

You complete our secure intake questionnaire and upload your tax forms through our encrypted client portal. An authorized tax professional reviews your return, identifies maximum deductions, and meets with you digitally before electronic filing.

What if I know I owe taxes or have unfiled prior years?

We handle multi-year unfiled returns and complex liabilities routinely. Our specialists review your IRS records, calculate exact obligations, and establish penalty relief or manageable payment agreements on your behalf.

How do refund advances work and when are funds disbursed?

Eligible filers can qualify for a refund advance of up to $7,000 upon IRS acceptance. Funds are disbursed via direct deposit or pre-paid card, often within 24 to 48 hours of approval with zero out-of-pocket fees.

What specific documents do I need to begin my intake?

You only need government-issued photo ID, your income records (W-2s, 1099s), and any deduction statements (mortgage interest, child care, education expenses). If you are missing forms, we can assist in retrieving wage transcripts.

How is my sensitive financial and personal data protected?

We utilize 256-bit SSL encryption, multi-factor authentication, and strict IRS security protocols to ensure your Social Security numbers and financial data remain completely confidential.

Can I review and approve my return before it is submitted to the IRS?

Yes. You receive a full summary copy of your completed return with an itemized explanation of every credit and deduction. We never submit your filing without your explicit digital authorization.