How we work

The same process for every service. What changes is which documents we ask for.

1. 1

   We talk about your case

   Half an hour, free, by phone or video. You tell us what you need and we tell you what can be done, which documents it takes and what it costs.

2. 2

   You upload your documents

   From your phone, through the portal or over WhatsApp. Every file is stored with its date in your record, and you can check what you turned in and what's missing whenever you want.

3. 3

   We prepare it and review it with you

   We do the work and walk you through it before filing: what the numbers are, why they are what they are, and what you're signing. Nothing gets filed before you've seen it.

4. 4

   We file, and you keep the copy

   We file with the IRS and the state. The complete copy stays in your portal for whenever you need it — for a lender, for a lease, for next year.