INDIVIDUALS & FAMILIES

Your return, prepared by a real Enrolled Agent, not a seasonal kiosk.

W-2s, families, credits, multi-state moves. We handle personal returns for clients across all 50 states, with secure intake from wherever you are.

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— WHAT'S COVERED

Who we prepare returns for.

  • W-2 wage earners, single or multiple jobs
  • Married couples, filing jointly or separately
  • Families claiming dependents and eligible tax credits
  • Retirees with Social Security, pension, or investment income
  • Multi-state returns, for clients who moved or work across state lines
  • First-time filers who just need someone to walk them through it

HOW IT WORKS

From booking to e-file.

  1. No. 01

    Book a time

    Grab a spot on the calendar that works for you, or start with our secure intake if you're ready to get going.

  2. No. 02

    Secure intake

    Your documents go into our secure intake form, not an email inbox or a text thread. Nothing sensitive ever sits in a chat.

  3. No. 03

    Preparation

    Melissa or a preparer on our team prepares your return, using the documents and answers you provided.

  4. No. 04

    Review together

    We walk through the return with you before anything is filed, so you know exactly what's being submitted and why.

  5. No. 05

    E-file

    Once you sign off, we e-file with the IRS and your state, and you get confirmation the same day.

— AFTER YOU FILE

Checking on your refund.

Once your return is filed, refund status and timing come directly from the IRS, not from us. Use their tracker for the most accurate, current status, or check our own refund status page for how to read what it tells you.

QUESTIONS

What families ask us first.

No. We're based in Fountain City, but our secure intake and e-filing let us prepare returns for clients in all 50 states.

LET'S GET STARTED

Ready to have your return handled by someone you can call back?

Book a time, or start your secure intake today.