Our Tax Preparation Process

1. Get Started: Sign In / Sign Up

New customers: Available starting February 10 each year.

Existing customers: Accessible year-round.

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You’ll be redirected to our secure client portal, where we collect your information and documents and deliver finalized products.

Once you’ve signed up, a tax professional will be assigned to you and will contact you within one business day. Existing clients have the option to continue working with their previous tax professional.

2. Select the service you need and provide the necessary information
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After accessing our system, you can choose the service you require from the available questionnaires and complete it.

3. Fee quote & service agreement
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Within one business day (or two during peak seasons), your assigned tax professional will review your organizer, questionnaire, and documents. They will send you:

  • A fee quote based on our publicly available pricing structure considering your specific needs.
  • Our service agreement describing the terms of our engagement.

If additional information or documents are required:

  • To provide an accurate fee quote.
  • To prepare your tax return after you agree to proceed.

Your tax professional will request them at this stage.

Once you confirm the agreement and the fees, we will begin the preparation process.

4. Preparation, Draft, and Invoice
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After we have all the necessary information, your tax professional will prepare a draft of your return within five business days (seven during peak seasons).

When your draft is ready, you will be notified to:

✅ Pay the invoice.
We accept credit cards, debit cards, and widely used payment methods worldwide through a major worldwide payment processor.


✅ Review your draft.
Your draft will become available for review as soon as the invoice is paid.
During this stage, feel free to ask any questions and communicate directly with your tax professional. They are here to assist you.

5. Review, Signature & filing
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Once you’ve reviewed, understood, and approved your draft, notify your tax professional. They will send the necessary signature requests.

We electronically file every eligible return at no additional cost. After filing, you’ll receive confirmation once your return has been accepted by the relevant tax authorities.

And that’s it! Until next year! … unless you need our assistance beforehand, in which case, don’t hesitate to reach out.