Turn tax preparation into a clear process.

Individual returns (Form 1040), partnership returns (Form 1065), S-corporation returns (Form 1120-S), C-corporation returns (Form 1120), and Schedule C and Schedule E, plus tax planning and preparation support. The applicable return is confirmed during the scope review at the start of the engagement.

The document checklist is agreed during onboarding, starting from your entity type, the tax year, and the return required. Documents are exchanged after onboarding, not through the public website form, and the checklist is confirmed before preparation begins.

Preparation is organized by return type, so business and personal records are kept separate through the process. The engagement confirms which return applies and what responsibilities belong to each side, and the document checklist is built around that split.

The engagement confirms the responsible preparer, the required authorizations, and the filing responsibilities before work begins. Preparation is followed by a client review stage, and filing is coordinated only after that review — so you see the return before anything is filed.

The prepared records stay organized, so the next year starts from a complete file instead of a fresh search for documents. Keeping the return, the supporting documents, and the checklist together is part of the preparation process.