Frequently asked questions

A paid tax preparer registered with the IRS (with a Preparer Tax Identification Number, PTIN). We sign every return we prepare, as the law requires.

Through an encrypted client portal. After you sign up we email you an invite. You upload documents, sign the e-file authorization (Form 8879) and pay there. We never collect Social Security numbers or documents by email, text or on this website.

Flat tiers from $59, with one state included. We confirm your price after seeing your documents and before we start. If something adds work you didn't mention, we tell you and ask first.

After your return is prepared and you have reviewed it, before we e-file.

Usually 3–5 business days after we have all your documents. In the last two weeks before Tax Day it can take longer — we file a free extension if needed.

Most e-filed returns with direct deposit are refunded within 21 days of IRS acceptance. By law, refunds claiming the Earned Income Tax Credit or Additional Child Tax Credit can't be issued before mid-February. Track it with the IRS "Where's My Refund?" tool.

Yes — see add-on prices on the pricing page.

Yes. We review letters about returns we prepared at no extra charge, and offer a flat-fee review for others.

We follow the IRS and FTC safeguards rules for tax preparers, including a written security plan, multi-factor authentication and encryption. See How we protect your data.