Fast, organized tax support.
Tax prep starts with intake so we can gather what’s needed and move efficiently. No consultation required.
How tax support starts
Quick intake → document instructions → we move forward.
Submit intake
We collect the basics to prepare correctly.
Get document steps
We send what to upload and what to gather.
We prep
Once docs are received, we begin tax prep support.
Two ways to complete intake
Choose what’s easiest for you.
Fill out the intake form
Complete the tax intake form at your own pace. We’ll follow up with document instructions.
Start tax intakeYou’ll be redirected to our onboarding form to continue.
Prefer to talk?
Book a short intake call and we’ll complete the form with you.
Book intake callThis is not a consultation — just intake questions so we can prepare properly.
Good to know
We do not collect SSNs or sensitive documents inside this intake. Document upload instructions are provided separately.
After intake submission, you’ll receive a clear list of what to upload or gather.
Don’t stress if you’re missing something — start the intake and we’ll guide you.
Start with intake.
Choose form or intake call — we’ll send document steps and guide the next move.