Personal tax prep
Send your docs, answer a few texts, and get a return prepared and reviewed by a real tax pro.
- W-2, 1099, investment, and rental income
- Every credit and deduction reviewed
- Federal and state e-file
All services
Not better DIY. Done for you.
Every service works the same way. You send what you have, answer a few texts, and we do the work. Pick what you need, or tell us your situation and we’ll recommend it.
Text-first support
Questions and updates by text or email. No phone tag.
AI-powered review
Every document checked against decades of tax data.
Human sign-off
A credentialed tax pro reviews before anything is filed.
Secure documents
Encrypted uploads, seen only by your tax team.
Included with every service.
For individuals and families
Your taxes, handled.
Side income returns
Gig apps, freelance clients, resale, or content. We sort the income and find the write-offs.
- 1099-NEC, 1099-K, and 1099-MISC
- Expense and mileage review
- Self-employment tax planning
Prior-year & amended returns
Missed a year, or think DIY software left money behind? We can file late and amend past returns.
- Unfiled prior-year returns
- Amended returns for missed deductions
- Plain-English status updates
IRS notices & audit support
Got a letter from the IRS? Text us a photo. We’ll explain it and handle the response with you.
- Notice review and response
- Audit support from tax pros
- Payment plan guidance
Year-round tax planning
Big life change? New job, new baby, new house. Ask before it happens and keep more after.
- Withholding check-ups
- Life-event planning
- Ask-a-pro by text or email
For small businesses and side income
Your business, backed by a whole tax team.
Business tax prep
Schedule C, partnership, S-corp, or C-corp. Prepared for you and reviewed by a credentialed pro.
- Forms 1040 Sch. C, 1065, 1120-S, 1120
- Federal and state filing
- Deduction review on every return
Bookkeeping
Clean books all year, so tax time is a text thread instead of a shoebox.
- Monthly categorization
- Bank and card connections
- Profit and loss reports
LLC & entity formation
Set up the right structure from day one, or switch to one that saves more.
- LLC formation
- EIN setup
- Entity choice guidance
S-corp election
Once profits grow, an S-corp can cut self-employment tax. We run the numbers and file it.
- Savings analysis
- Form 2553 filing
- Reasonable salary guidance
Payroll
Pay yourself and your team on time, with payroll taxes filed for you.
- Owner and employee payroll
- Payroll tax filings
- W-2s at year end
Quarterly estimated taxes
Know what to set aside and when to pay it, so April has no surprises.
- Quarterly estimate calculations
- Deadline reminders by text
- Safe-harbor planning
Tax advisory
Strategy from people who do this all day. Retirement plans, write-offs, timing, and more.
- Proactive tax strategy
- Retirement plan setup guidance
- Year-end planning
1099 filing
Pay contractors? We file the 1099-NEC and 1099-MISC forms you owe them.
- 1099-NEC and 1099-MISC
- Contractor W-9 collection
- IRS and recipient delivery
Not sure what you need?
Tell us your situation. We’ll tell you the plan.
Start with a free consultation. We’ll recommend only what actually saves you money.
Start Now$7,000+
average client tax savings per year
40,000+
tax returns prepared every year
Hundreds
of credentialed tax experts
50 states
covered by our tax team
Secure
bank-level document handling
Your next step
Not better DIY. Done for you.
Send your documents, answer a few questions by text, and let a real tax team do the rest.