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Our Process

  • Start your tax filing process by creating an account. Please click on "login" button at the right-side top corner of this page to register. If you're already registered, please use the same button for logging in. 

  • Once you've successfully logged-in, please update your information on profile page(Dashboard
    ->profile) .

Upload Documents
  • Once you're  registered, you'll receive an email with the "Tax Organizer" attachment. Please download the attachment and fill it best to your knowledge. 

  • Under "Dashborad->Upload Documents" section, please upload all your tax documents and worksheet. Once all documents are uploaded, please click on "I have uploaded all the documents" button and schedule a call to reach out to you. 

Call with Tax Expert
  • Once you've uploaded all the documents, our professional tax experts will review all the documents and will contact you at the scheduled time. Ask questions along the way, and as often as you'd like. Our tax experts will give you tax advice, tax tips and more.

  • Contact our tax experts as often as you need by contacting our customer service.

  • Once we contacted you, our tax experts will work on preparing your tax returns. 

  •  A copy of the tax summary will be uploaded for final review. You can access all the documents from Dashboard -> Download Documents Section.

  • Once tax preparation is complete, Invoice will be sent to your email. You can directly pay from invoice with all credit/debit cards and PayPal.

  • After reviewing *FINAL* tax returns summary,  E-file signature authorization documents will be uploaded to your dashboard for download and will be sent to you by email. You can digitally sign the document(s) authorizing us to e-file your return.

  • Once we receive the digitally signed documents, we will submit your tax returns via E-filing. 

  • 24/7 Support: For any questions or correspondence from state/federal agencies, please contact us by emailing – or calling +1(949)-431-2999

  • Please check your bank accounts for refund amount/ withdrawals (if you owe funds to IRS). You can track the status of refund amounts from here.

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