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How it works

From first call to filed return, usually in four days

No portal you have to learn, no forms you have to interpret. You send what you have, we tell you what is missing, and nothing is filed until you have approved it in writing.

The four steps

What happens, and when

1

Tell us about you

A short call or WhatsApp message. We confirm what you need and quote a flat fee before any work starts.

Same day
2

Send your documents

Upload to your dashboard or email them. We tell you exactly what is missing rather than waiting for you to guess.

Day 1
3

We prepare and review

Your preparer builds the return, a second reviewer checks it, then we call you to walk through every line.

Day 2–3
4

You approve, we e-file

You sign the authorisation digitally. We file, send confirmation, and track the refund with you.

Day 3–4

What happens at each stage

1 · Tell us about you

Call, email or message us on WhatsApp. We ask enough questions to understand your situation — employment, investments, property, foreign accounts, dependants — and give you a flat fee in writing before any work begins. If your situation is one we cannot help with, we will tell you at this point rather than after you have paid.

2 · Send your documents

Register for a dashboard account if you want one, or simply email your documents. Either works. We check what you have sent against what your situation requires and come back with a specific list of anything missing — you are never left guessing whether we have what we need.

3 · We prepare and review

One preparer builds your return end to end. A second qualified reviewer checks it independently before it goes anywhere near you. Then we schedule a call and walk through the return line by line, explaining what drove the outcome and flagging anything worth doing differently next year.

4 · You approve, we e-file

Once you are happy, we send the e-file authorisation to your dashboard or inbox for digital signature. We file, confirm acceptance, and stay available for anything that comes afterwards.

After filing

We track your refund with you and handle any IRS correspondence that arrives, at no extra charge for returns we prepared. If you need a copy of your return for a mortgage or visa application, ask any time.

Why clients stay

Four things we do differently

One preparer, start to finish

You are not handed between people, and you never re-explain your situation.

A real review call

We explain the return before you approve it, not after you have questions.

A fee agreed upfront

Quoted in writing before work starts. No charge until you approve the draft.

We stay available

IRS letters, mortgage copies, next-year planning — the relationship does not end in April.

Start with a free 15-minute call

Tell us your situation. We will tell you what you need, what it will cost, and how long it will take — before you commit to anything.

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