A streamlined, fully virtual process for individual returns — prepared by a credentialed Enrolled Agent, not seasonal software help. Accurate, secure, and built around your schedule.
You shouldn't have to choose between convenience and a real professional reviewing your return. With virtual preparation, you get both.
Upload your W-2s, 1099s, and supporting documents securely through our portal — no scanning trips, no mailing.
A credentialed EA prepares your return, catches what software misses, and flags planning opportunities for next year.
You review the finished return, ask any questions directly, approve, and we e-file — with a copy stored in your portal.
A few quick questions so we know what your return involves. After you submit, you'll be able to book your consultation time.
[ GHL note: rebuild as a GHL form; set post-submit redirect to your booking calendar. ]