Preparation process

Know what happens next.

Cloud-based and locally assisted paths share the same commitment to organization and careful review.

Choose

Select a secure cloud experience or ask about locally assisted document preparation.

Gather the necessary records and resolve missing or unclear information.

The work is prepared and reviewed through the agreed service path.

Review the completed return, authorize eligible filing, and receive confirmation.

Sensitive records are exchanged only through an approved secure workflow or another specifically arranged method.