U.S. Personal Tax

STEP 1: Collect and scan or take photos of all your documents.

See our Tax Checklist to know what documents we need to file your tax return.

STEP 2: Register your information and submit your documents. 

2024 Tax Year Registration

You can directly upload digital copies of your tax documents.

We also offer a 1:1 tax consultation with the first 30 minutes (per client) complimentary. During your registration, you will choose if you would like to book a tax consultation:

• If you choose to have a tax consultation, you will receive a link in your email where you can book an appointment. 

• If you do not require a tax consultation, we will only contact you via email if we need any additional information or documents.

STEP 3: Review your tax return and sign your document(s).

When your tax return is completed, you will receive an email via Dropbox Sign requesting you to electronically sign the following before we can file your tax return to the Internal Revenue Service and applicable state tax authority:

• Form 8879 (IRS e-file Signature Authorization) 

• Any applicable State e-file Signature Authorization Form

You will also receive a copy of your Form 1040 (U.S. Individual Income Tax Return) or Form 1040-NR (U.S. Nonresident Alien Income Tax Return) and applicable state tax return in the same email.

When your tax return is completed, you will receive an invoice with your payment due in three days.