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Start Your Tax Return
You may also use this form for tax planning or IRS/state notice assistance.
What Happens Next
Every engagement follows a defined review process to ensure clarity and accuracy.
1. Complete the Intake Form
Provide high-level details about your tax situation.
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2. Scope Review & Engagement Issued
We confirm pricing based on complexity and send your engagement agreement.
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3. Full Organizer & Document Submission
After signing, your full tax organizer and secure upload section are activated.
New individual Form 1040 engagements begin at $650.
Final pricing is confirmed after review of complexity.
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