Start with the person we should recognize and how we should reach you.

This routes your file. It does not lock you into a service or mark you legally engaged.

Choose everything that sounds familiar. Your documents—not these estimates—remain the evidence.

Income you expect for this tax year

These answers prevent important questions from appearing after the return is already drafted.

Life changes

Possible deductions or credits

A prior return is usually the fastest map. If you do not have it, keep going—we will not trap you here.

Have a deduction statement, IRS notice, or another document? Use the secure document picker in the income step. If a private link is issued with your receipt, you can use it for later documents.

You can go back and change anything before sending it.

This intake begins the file. It does not authorize filing, payment, e-file transmission, or use of your tax information outside the work you request.