First-time filers

Your first return. A little less unknown.

Tax preparation built around your situation, with a person to help make sense of the details.

Start my first return See the checklist

Sound familiar?

01Your income has its own story.
Different income sources can mean different forms. Share the whole picture so your specialist can identify what needs review.
02You shouldn’t have to guess.
Get a clear list of follow-up questions instead of working through unfamiliar software on your own. [VERIFY]

Your service

What’s included,
and what to bring.

One clear scope, a specialist on your case and a short list of documents.

A professional working at her laptop in warm light

A person in your corner.

Preparation supported by human judgment. [VERIFY]

Clarity before commitment.

Understand the scope and price before paying. [VERIFY]

Progress you can follow.

See the next step without chasing an update. [VERIFY]

Pricing announced at launch [VERIFY]

You’ll see your exact price before paying. [VERIFY]

What to have ready

Income documents
identification
filing details

How it works

From first answer
to filed return.

01
Information
Tell us a little about you.
02
Documents
Bring your documents together.
03
Payment
Know the price. Then pay.
04
Specialist
Leave the preparation to us.

FAQ

A few less
question marks.

Good questions deserve straightforward answers.

Talk to a specialist

I’ve never filed before. Where do I start?

Tell us about your year. You’ll get a short checklist, and your specialist explains each step in plain language.

Do I need a prior-year return?

Not if this is your first one. Identification and your income documents are enough to begin.

How much will it cost?

Launch pricing is still being finalized. The planned experience shows your scope and price before payment. No payment is taken in this preview. [VERIFY]

Can I get help in Spanish?

The website is available in English and Spanish. Specialist language availability will be confirmed before launch. [VERIFY]

Other situations