How it works
From a shoebox of forms to a filed return
Eight steps, no surprises. Automation handles the busywork; a licensed professional owns the outcome and signs every return.
Answer a few questions
A short, plain-English intake confirms your return fits our standard rate, no tax jargon.
Upload your documents
Upload all your forms, no payment needed yet. Files are encrypted and scanned the moment they land.
A preparer accepts, then you pay
A licensed preparer reviews your documents and confirms your return is in scope. Once accepted, you pay your quoted fee and we start.
Your forms are read automatically
Every box and field is captured automatically and double-checked, so nothing is silently guessed.
A draft is assembled
Wages, withholding, and credits are organized into a structured draft return, placed on the actual IRS forms.
A human reviews every field
The preparer checks each extracted figure against your documents and fixes anything that needs correcting.
Approve and sign off
Only a licensed professional can approve and sign. This step is recorded and cannot be skipped.
You review, sign, and we e-file
You review your finished return and e-sign it. Then we e-file it for you and deliver your copy.
Nothing is final until a licensed professional reviews, approves, and signs. Automation prepares; a person is always the last gate, by design.
What’s in scope
Straightforward returns, done right
We focus on one thing and do it carefully. If your return is simple, you get speed and a licensed reviewer. If it isn’t, we tell you up front so you can find the right help.
And if your return doesn't qualify as simple, that doesn't mean you're out of luck. Submit your information anyway and we'll review it for free to see whether it's within our scope and we can complete it for you.
What we handle
The most common situations for everyday filers.
- W-2 wage income
- Standard deduction
- 1099-INT, 1099-DIV, 1099-NEC
- EITC and Child Tax Credit (CTC/ACTC)
- Education credits (AOTC / Lifetime Learning)
- Single or Married Filing Jointly
- Arizona Form 140 filed with your federal return
- Arizona charitable credits (Forms 321, 322, 323)
What to expect
Straightforward promises we actually keep
No fine print, no surprise fees. Here’s exactly how we work, and what you can count on at every step.
Money-back guarantee
Your fee is quoted before you pay a cent, and if we can’t complete and file your return, you get a full refund. Simple as that.
A licensed professional signs off
Every return is reviewed, approved, and signed by a licensed preparer credentialed for your state, that step is recorded and cannot be skipped.
Clear status, no guesswork
Track your return from intake to delivery in your portal. You’ll know exactly where it stands and what, if anything, we need from you.
Our money-back guarantee
Your exact fee is confirmed before you pay a cent. And if we can’t complete and file your return, you get a full refund. No fine print, no partial credits, your money back.
Built to protect your tax data
Security isn’t bolted on, it’s designed in, from encrypted storage to a human-in-the-loop that cannot be bypassed.
A licensed professional signs every return
Automation speeds things up; it never finalizes. A licensed preparer reviews, approves, and signs off, and that approval is recorded immutably.
Encrypted, access-logged data
Documents are encrypted in transit and at rest with managed keys. Every access to your files and tax data is written to a tamper-evident audit log.
Built to FTC Safeguards standards
Multi-factor authentication, least-privilege access, malware-scanned uploads, and content-free notifications keep your sensitive data protected.
Accuracy you can verify
Every extracted figure carries a confidence score and a link back to the source document, so your preparer knows exactly what to scrutinize.