Send us the goods
‍When setting up your account, we’ll request a few documents from you. It takes just a few minutes, and ensures we have everything we need to handle tax time for you.

Leave the tax prep to us
Once you're all setup and tax time approaches, our tax team will get to work on your return.

Forget about filing stress
‍Once your return is good to go, we’ll reach out to you for the “all clear.” Then, we’ll file your taxes and pull funds directly from your account to pay any applicable taxes.