FOR OUR TAX CLIENTS

Everything You Need to File — In One Place

Individuals, families, and small businesses across all 50 states. Start your intake, upload your documents, and get matched with a Tax Partner who'll treat your return like their own.

Who We Serve

Tax Preparation for Every Situation

Whether you're filing a simple W-2 or running a small business, we've got you covered.

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Individuals & Families

W-2 filers, dependents, homeowners, students. Maximize your refund with every credit and deduction you qualify for.

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Self-Employed & 1099

Freelancers, rideshare drivers, content creators, contractors. We know self-employment tax — and how to legally lower it.

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Small Businesses

LLCs, S-Corps, C-Corps, partnerships. Full business intake with income, expenses, payroll, and property reporting.

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IRS Notices & Back Taxes

Got a letter from the IRS? Behind on filings? We handle notices, back-year returns, and get you back in good standing.

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Rental & Real Estate

Rental income, property depreciation, capital gains from home sales. We handle Schedule E and 1031 exchanges.

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Refund Advances

Need cash before your refund lands? Approved clients can get up to $7,500 advance the same day.

How It Works

From Intake to Refund — 4 Simple Steps

1

Start Your Intake

Pick your tax year below. Fill out the secure form. Takes 10 minutes.

2

Upload Documents

W-2s, 1099s, expense records — all uploaded securely inside the form.

3

Get Matched

Melanie assigns you to a vetted Tax Partner who'll prepare your return.

4

Review & File

Review your return, e-sign, and we file it with the IRS the same day.

Start Your Return

Which Tax Year Are You Filing?

Choose your year below to head to the secure Cognito intake form. Filing more than one year? Start with the most recent — we'll guide you through the rest.

📎 Not sure what to bring? See the Tax Documents Checklist →
Small Business Owner?

Separate Intake for LLCs, S-Corps & C-Corps

Business returns use a different intake with expense categories, payroll, ownership details, and business start date. Flat $1,499 business tax prep fee.

🏢 Start Business Intake →

Questions Before You File?

Book a free 30-minute consult with Melanie — she'll walk you through what to expect and answer anything.

📅 Book a Free Consult 📞 (888) 516-8802