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Start Your 2026 Filing

2026 Tax Client Intake

Ready to file? Complete the secure intake below and our team will confirm your details, your fee, and your payment terms before any work begins — entirely virtually, in any of the 50 states.

Most returns in 1–2 days
Fee quoted before we start
Encrypted & confidential
All 50 states · 100% virtual
Secure Intake

Complete Your Intake

Answer each question as accurately as you can. Your responses are encrypted in transit and reviewed only by your preparer.

Your fee is quoted in writing before we begin, and cash-paying clients pay a 50% deposit before preparation starts. See fees, payment & cancellation.

Once submitted, we confirm receipt within 24 business hours and let you know exactly what happens next — including your fee and how to pay.

Know Before You File

Fees, Payment & Cancellation

Four things worth knowing before we start. The full terms sit inside your engagement letter, and we will walk you through anything that is not clear.

01

How your fee is set

Fees depend on the complexity of your return — the forms required, income sources, and states filed. We confirm the amount in writing before any preparation work starts, and we tell you first if your situation changes the quote.

02

Deposit & balance

Cash-paying clients pay a 50% deposit before preparation begins, with the remaining 50% due before the return is submitted. Full payment is required prior to submission unless you qualify for a bank product we offer.

03

Bank products & refunds

Refund transfers, advances, and pay-later options are provided by a third-party bank and carry additional bank fees. If your refund is offset, garnished, delayed, or denied, the preparation fee remains due by another method.

04

Cancellation & extensions

Either side may end the engagement in writing. Work completed before cancellation is billable and deposits are non-refundable once preparation has started. Returns needing an extension or left incomplete are billed for work performed.

Fees vary by return complexity and are quoted individually before work begins — we do not publish fixed pricing. An extension extends the time to file, not the time to pay any tax owed.

Read the Full Terms→
Prefer to Talk First

Speak With Your Preparer

If you would rather walk through your situation — including what your return is likely to cost — book a virtual consultation and we will map out the fastest, most accurate path to your return.