• YEAR-END TAX FILING READINESS

    Tidy up your tax documents

    Get your documents, receipts, bank statements, investments, K-1s, and mortgage or lease expenses organized with our help. We can help you save time and ensure you get every available credit and deduction for just $50/hour.

    • Best for: Freelancers, contractors, or self-employed

  • What you can expect with our year-end tax filing help

    Our Year-End Filing Readiness service always includes:*

    • A complete log of all expenses

    • Organized tax documents by your tax pro

    • An Income Summary Report of categorized expenses

    • Recommendations on available credits and deductions
    Work with a tax pro

    *Terms apply

  • How it works

  • Make an appointment to get your taxes done

    Schedule a time to meet in person, via phone, or chat and get matched with a local tax pro.

  • Meet and ask about our year-end service

    Bring your forms and documents with you and your tax pro will get you organized before tax prep.

  • Finalize your return with your tax pro

    Your tax pro will do your taxes and get you every available credit and deduction.

  • Get started with a tax pro