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Start your individual return
Nothing to pay until the return is prepared.
Not available in CA, CT, IL, MD, NV, NY or OR.
Start your individual returnCall (704) 888-1234On the sign-up form, choose Individual tax return. That answer is what starts your file.
What happens next
- You create your portal accountName, email, and a password. It takes a minute, and you do it yourself rather than waiting for us to set anything up.
- You choose Individual tax returnOne question on the sign-up form. Your answer is what opens the file on our side and starts everything below.
- You agree what the return coversA short agreement setting out what is included and what is not. Read it before you agree to anything. Nothing is charged when you sign it.
- Your organizer arrivesA structured list of what we need for the year, filled in through the portal. Upload documents as they reach you rather than all at once.
- We prepare, you review, we fileYou see the finished return before anything is filed. The invoice comes at that point, once the return exists and the price is known.
Before you start
Signing up costs nothing
No card is taken and no invoice is issued when you sign up. Your return is priced once it is prepared and you have seen it.
Your price depends on the return
Individual returns start at $150 and rise with what the return actually contains, such as self-employment, rental property, or a second state. We confirm the exact price before we file.
You can read everything before agreeing
A short agreement setting out what your return covers, and what it does not, arrives in the portal. Nothing begins until you have signed it, and you can stop at that point with nothing owed.
Everything goes through the portal
Documents, questions, the finished return, and your permanent copy all live in one place. Please do not send tax documents by email.
Not sure this is the right starting point? Read what an individual return covers or book a free consultation. Already have an account? Sign in.