Personalized tax help for everyday people and small businesses—
Delivered remotely and securely.
Secure document sharing
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E-signatures
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Audit & identity theft protection included
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Secure document sharing • E-signatures • Audit & identity theft protection included •
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Upload securely
Send documents through Intuit Link, an encrypted client portal.
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Review & Sign online
Review your return and e-sign safely using DocuSign.
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File with confidence
Your return is filed electronically and backed by audit and identity theft protection.
Tax Preparation Services
Individual Returns
Preparation of federal and state tax returns for individuals and families. Includes W-2 income, dependents, credits, and common deductions.
Freelancers, Self-Employed & Sole Proprietors
For self-employed individuals and couples reporting business income, expenses, and deductions on Schedule C.
Stock sales & Investment Income
Reporting for capital gains, dividends, and brokerage statements, including Form 1099-B and 1099-DIV.
Retirement & 1099-R Distributions
Tax reporting for pensions, IRAs, Social Security, and retirement withdrawals with guidance on potential tax impact.
Deductions & Expense Optimization
Help identifying eligible deductions and expenses to ensure you’re not overpaying on taxes.
Filing Tax Extensions
Support with timely filing of tax extensions to help you stay compliant while gathering your documents.
Please note: An extension to file is not an extension to pay. Any taxes owed should still be paid by the original deadline to reduce penalties and interest.Prior year & Amended Returns
Assistance correcting past filings, catching missed deductions, and bringing returns up to date.
Tax guidance & Year-round Support
Support with general tax questions, IRS or state notices, and updates related to your tax situation throughout the year.
Client Resources
Deductions
Non-cash Charity Donation Valuation Guides:
