The Process
From first upload to IRS acceptance.
Six steps, all online. You'll know exactly where your return stands at every stage.
- 1
Start online
Create your account and answer a few questions about your year. It takes about 20 minutes, and your progress saves automatically, so you can stop and come back anytime.
- 2
Upload your documents
Photo ID, Social Security cards, income forms and anything else your situation calls for. Everything uploads through an encrypted connection, right from your phone or computer.
- 3
We prepare your return
A tax professional prepares your return and a second reviewer checks it. If anything is missing or unclear, we'll tell you exactly what we need, in plain language.
- 4
You review and sign
You'll see your finished return and every number on it. Ask anything you like. When you're comfortable, sign electronically from your portal.
- 5
We e-file for you
We send your return to the IRS and your state, and your portal updates to "Filed with the IRS" so you always know where things stand.
- 6
Accepted, and we're still here
When the IRS accepts your return, you'll get a confirmation and a copy for your records. If a question or letter comes up later in the year, we're a message away.
How long does it take?
Most complete returns are prepared within three to five business days of receiving everything we need. Missing documents are the single biggest cause of delay, which is why the Document Checklist is worth ten minutes before you start.