Frequently Asked Questions
Getting Started
Create your secure portal account, answer a short intake, and upload photos/PDFs of your tax docs. We confirm the right package before we begin.
Yes, start the intake and we’ll recommend Basic, Standard, Premium, or Business based on your income types (W-2, 1099, rentals, etc.).
Absolutely. We can file past years and amend returns if needed (priced after a quick scope check).
Security & portal
Yes, bank-grade encryption, MFA, and e-signature with audit trails. We never sell or share your data.
Yes, snap and upload W-2s, 1099s, and receipts straight from your camera.
You’ll receive a PDF of your filed return, e-file acknowledgments, and a document archive in your portal.
Pricing & packages
No. Your price is confirmed before filing. Add-ons (extra states, complex K-1s, etc.) are quoted in advance.
Secure portal, expert prep, e-file, IRS acceptance monitoring, and basic audit guidance.
Standard excludes Schedule C/E. If you have self-employment, rentals, or investment sales, choose Premium.
One entity return (1065, 1120, or 1120-S), owner/officer W-2 coordination, Schedule C/E as applicable, and up to three basic K-1s.
Special situations
Premium covers typical brokerage 1099-B. High-volume or DeFi activity may be an add-on after review.
Yes—extra state returns are supported. We’ll confirm sourcing rules and reciprocity.
Supported as an add-on (Forms 1116/2555, FBAR/FinCEN 114). We’ll scope before pricing.
Documents & timing
Typically: W-2s, 1099s (NE, MISC, INT, DIV, B, K), 1098-E/T, mortgage 1098, HSA 1099-SA, brokerage annual tax package, rental ledgers, and a photo ID
Most returns are ready 3–7 business days after we have all documents and answers. Complex returns may take longer—we’ll tell you upfront.
Yes. An extension extends filing, not payment. We’ll estimate taxes due and submit your extension.
Filing & payments
Yes—add your routing/account numbers in the portal. We also support IRS direct pay for balances due.
We fix standard rejects at no charge and resubmit quickly.
We can set up IRS/state installment agreements as an add-on.