Client intake

Individual Tax Preparation

Tell us what your return looks like and we will send a written flat fee before any work starts. We typically send your quote within one business day.

Your contact information
Filing details
Prior-year information
Upload securely →Encrypted file transfer. Never send returns by email attachment.

We review your prior-year return for missed deductions, credits, and tax-saving opportunities before finalizing your quote.

Nothing is billed and no engagement starts until you approve a written flat fee.

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