How it works

From one test file to a season of returns

Five steps. The paid test return comes before any commitment, and every file ends with you — reviewed, signed and filed by your firm.

Scoping call
Twenty minutes on your software, your return mix, your deadlines and how your team reviews today. By the end you know whether we fit how your firm works.
Both
One paid test return
Send one real file — ideally a messy one — and pay the published price for its tier. Judge the workpapers and the open-questions list.
You send · we prepare
Secure intake
You sign our engagement letter, which includes a non-solicitation clause. Your client signs the consent your firm needs before sharing their information with a preparer outside the US. We get access inside your systems, with SSNs masked.
You and your client
Prepare and check
We prepare in your software, tie the return to the books, attach workpapers and list every open question for your answer.
Us
You review, sign and file
The file comes back marked ready for your review. You sign and e-file under your own EFIN, and every client conversation stays with you.
You

Process questions

Working together

How do we communicate during the season?

Through your practice software or a shared channel you choose. Questions are batched per file, so your reviewers deal with them once.

Which software do you work in?

The software listed on our homepage — the tools we use every day. [D3]

Who is responsible for the return?

Your firm. We prepare; you review, sign and file, and stand behind what you sign.