Skip to content

Get in touch

Ready to get started?

Reach out any way you like, or start your return right now. Quotes are always free and there is no obligation.

Current clients

Secure client portal

Never email tax documents. Current clients get a private portal for W-2s, 1099s, settlement statements, and IDs. Nothing to install, and it works from your phone. Files are encrypted in transit and at rest, and every system that touches them requires multi-factor authentication.

About the client portal

What to have ready

  • Photo ID for you and your spouse if filing jointly
  • Social Security cards or ITIN letters for new dependents
  • Last year’s tax return if you are new to us
  • All W-2s, 1099s, and K-1s you have received
  • Business income and expense records, or your bookkeeping file
  • Any IRS or state notice you have received
  • Bank routing and account number for direct deposit

Get your free quote today.

Five minutes of your time and you will know exactly what your return costs.