How we can help
Federal and state return preparation for individuals, self-employed people and businesses. We confirm the filing scope and fee before work begins.
What to prepare
- W-2 and 1099 forms, prior returns and any IRS or state notices
- Income, expense and dependent records relevant to your return
- States where you lived, worked, earned income or operated a business
How the engagement works
We establish the tax year, residency and return type, reconcile your documents, and send the prepared return for your review and authorization. Federal and state submissions and any separate reporting are identified in the engagement. Filing does not guarantee a refund or a particular processing time.
Start with a general description of your needs. The team confirms the tax year, country, forms, scope and fee before preparation. Share identity documents and financial records only through your client portal after onboarding. Review the prepared work and any filing authorization before submission.