National tax preparation, run like a local relationship.
Every upload triggers confirmation. Every missing item comes back with a specific request. You'll never be told to send documents and then remember to call the office — that's our job.
Eight steps, all confirmed.
- 01
Select the appropriate service
Individual, business, or IRS problem — pick the pathway that matches your situation.
- 02
Complete a secure intake
A short questionnaire that gives us the context we need before you send documents.
- 03
Upload documents through the ClientHub
Encrypted transfer of W-2s, 1099s, K-1s, statements, prior returns, and notices.
- 04
Receive confirmation & missing-item requests
You'll be told what we received, what's outstanding, and exactly what we need next.
- 05
Meet by phone or video when needed
Live conversation for anything that needs judgment, not just paperwork.
- 06
Review the completed return with us
We walk you through it before it's filed — you understand what you're signing.
- 07
Sign electronically
Legally binding e-signatures — no printing, scanning, or trips to the office.
- 08
Receive filing confirmation & next-step guidance
Federal and state acceptance confirmations plus a plan for the year ahead.
Ready to send documents securely?
Existing clients: sign in to upload documents, review returns, and message us directly. New clients: start with a tax review — we'll set up your ClientHub in the first step.
Hot on the Trail of Every Deduction
Let Holmes take a closer look.
Start with a review. We'll examine the return you filed, the situation in front of you, and the opportunities most preparers never open up.