Tax prep starts here — the right way.
Whether you’re filing personal taxes, handling 1099s, or organizing business filings, the first step is completing the correct intake form. This allows us to understand your situation, avoid delays, and give you accurate guidance from the start.
Please choose the option below that best matches what you need right now.
For W-2, 1099 income, Schedule C, dependents, credits, and personal tax returns.
This intake must be completed before any documents are reviewed.
Individuals & Business owners who paid contractors and need 1099-NEC filing, corrections, or compliance review.
Required before any 1099 work begins.
For business owners needing help with business tax filing, bookkeeping, cleanup, or compliance guidance.
Used to determine filing requirements, scope, and pricing.
For people who are interested but not ready to move forward. No payment required. We’ll follow up with guidance, updates, or reminders. Until you’re ready. Join our interest list.
FREE guide for people who are interested in filing their taxes on their own with a little guidance. Designed to help you avoid common errors and understand when professional help may be needed.
A FREE assessment to determine whether DIY filing makes sense — or if professional support is recommended.
