Our tax consultants are well-versed in the latest tax regulations and deductions. When you use our services, we conduct a thorough review of your financial situation and ask targeted questions to identify all potential deductions and credits you qualify for. We're committed to maximizing your refund by ensuring no eligible deduction goes unnoticed.

The specific documents you'll need can vary based on your financial situation, but common documents include:

W-2s and 1099s for income reporting

Investment statements (e.g., 1099-B, 1099-DIV) for capital gains and dividends

Mortgage interest statements (Form 1098) for homeowners

Receipts and documentation for itemized deductions like medical expenses and charitable donations

Business income and expense records for self-employed individuals

Our user-friendly platform allows you to securely upload these documents, and our tax advisors will guide you through the process, ensuring nothing is missed.

While filing before the deadline is crucial, we understand that questions and issues can arise at any time. Our support doesn't end on the tax deadline. Our team is available year-round to assist you with any post-filing questions or concerns.