Individual Tax Preparation

Whether your tax situation is simple or complex, we can connect you with an independent tax professional who can review your needs. When you call, you’ll be connected with a preparer who can look at your documents, understand your scenario, and explain what may be required to prepare and file your return.

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Once you upload your tax documents to the preparer’s secure portal, they will begin working on your return and provide the completed forms for you to review and sign before anything is submitted.

Once you speak with our team, you’ll be set up with a secure account through the platform used by the tax preparer you’re connected with. This account allows you to upload documents, view updates shared by your preparer, and access copies of your tax forms whenever they make them available.

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There’s no need to store piles of paperwork at home. Your preparer can keep electronic copies in your account so you can retrieve your documents whenever you need them.

Many local tax offices close after April, but support doesn’t have to end there. Our team remains available throughout the year to help connect you with a tax professional whenever you need assistance.

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We know taxes are important, and our support staff is here to respond to your calls, emails, or texts and help you reach a preparer who can assist with your situation. You can rely on us to help you stay connected to a tax pro both now and in the future.