Everything we wish someone had explained to us before our first filing season.
Written by our own preparers — no jargon, no filler.
A plain-language breakdown of how employee and contractor income are taxed differently.
Read guide →The payroll tax math that decides whether an S-corp election actually saves you money.
Read guide →What triggers each requirement, and the penalties for missing them if you're living abroad.
Read guide →A quick way to tell which one puts more money back in your pocket this year.
Read guide →Who actually has to pay them, how to calculate them, and what happens if you skip one.
Read guide →What the most common notice types mean, and which ones are time-sensitive.
Read guide →W-2s, 1099s, ID, prior-year return, and every common deduction slip.
Download PDF →P&L, balance sheet, payroll records, and entity documents to have ready.
Download PDF →Foreign income statements, bank account details, and FBAR thresholds at a glance.
Download PDF →Everything we'll ask for the first time we work together, in one place.
Download PDF →Most individual filers need a W-2 and/or 1099s, a government-issued ID, and last year's return if you have one. Your dashboard shows a personalized checklist once you create an account, so you're never guessing.
Most straightforward individual returns are reviewed within 2–3 business days of all documents being uploaded. Business returns and more complex filings typically take 5–7 business days.
Yes. Everything is sent over an encrypted connection, access to your documents is role-based and limited to your preparer, and we're actively building our security program around the FTC Safeguards Rule requirements for tax preparers.
No — Tia answers questions and helps you gather the right documents, but every return is prepared and reviewed by a licensed human preparer before anything is filed.
Yes, we prepare federal and state returns for clients nationwide, as well as U.S. citizens living abroad.
