Tax preparation — residents & non-residents

    Start your return in two steps

    Complete the tax form and submit the initial deposit. Work begins as soon as both are in, and you'll hear back within 5–7 business days — usually sooner.

    1Takes about 10 minutes

    The tax form

    Your details, filing status, income sources and anything unusual about the year. This is what we use to scope the work.

    Open the tax form
    2Secure payment

    The initial deposit

    Confirms your place in the queue and covers the start of preparation. It's credited against your final invoice.

    Submit the deposit
    35–7 business days

    We come back to you

    We review everything, flag what's missing, and confirm the plan for your return. Questions in between? Call any time.

    (754) 400-2010
    Before you start

    What to have ready

    Not everything applies to everyone — send what you have and we'll tell you what's missing.

    • Last year's tax return
    • W-2s, 1099s and K-1s
    • ID and SSN or ITIN letters
    • Business books or bank statements
    • Rental or investment statements
    • Foreign account details (FBAR)
    • Entity documents for a new LLC
    • Any IRS or state notices