Personal or for your business. You upload your documents, we organize them, categorize by IRS rules and reconcile the books to the cent. A licensed accountant reviews and signs before filing.
The same care and the same professional signature, whether it is your personal return or your company's.
Your personal return, with or without dependents. We gather your forms for the year, review which deductions and credits apply to you, and a licensed preparer signs.
From self-employed to corporation. We organize every transaction of the year with its source document, reconcile against your deposits and hand over the complete workpaper.
You upload. We organize. The accountant signs. No calls, no spreadsheets by hand.
Sign up on our secure portal and fill in the initial details of your return.
The system will identify whether you need an individual or a business return and, based on your tax situation, will generate a personalized file with the list of information and documents required for your case.
Securely upload all the documentation needed to prepare your return.
Depending on the type of taxpayer, the portal will request only the applicable information, including personal documents, tax forms, bank and credit card statements, sales records, invoices, receipts, payroll, corporate documents and any other support needed for a complete preparation in accordance with IRS rules.
All documentation stays organized inside a secure digital file and sorted by tax year.
Our system organizes all the documentation received and performs a preliminary accounting analysis to support the preparer's professional work.
On business returns, the system can:
When a transaction needs clarification, the system will request additional information directly in the portal before moving on.
All analyses and reports produced at this stage are working documents subject to professional review.
A tax professional reviews the entire file, validates the documentation received, makes the necessary adjustments and prepares the return in accordance with current tax law and IRS rules.
No return is considered final or filed until the professional review process is complete.
Once finished, the final return is added to the portal so the client can view and download it securely, together with the documents authorized for their tax file.
We prepare the complete package and flag anything questionable. The decision and the responsibility always rest with a licensed preparer, who reviews line by line before approving.
The same information your accountant sees, with every number linked to its document.
Every figure in the report links to the document and the exact line it came from. If the IRS asks, you have the source. No black boxes.
Totals, reconciliations and depreciation calculated by the system and checked against your deposits. If something does not add up, it is flagged, not buried.
Nothing is filed automatically. A licensed preparer reviews the package, adjusts it and approves it with their signature.
Schedule C, single or multi-member LLC, Partnership, S-Corp and C-Corp. One flow that adapts to your structure.
“It used to take me three weekends to sort out the year. I uploaded everything on a Thursday and by Monday the package was reviewed.”
María R.Owner · Single-Member LLC
“What I liked most: every expense shows which statement it came from. My accountant stopped chasing me for receipts.”
Jorge T.S-Corp · services
“As a preparer, I review three times the clients. The grunt work arrives already sorted and I bring the judgment and the signature.”
Elena L.Licensed preparer
Your return is prepared and reviewed by a tax professional using the information you provide through the portal.
Our platform organizes the documentation, manages your file and supports the preparation process, but no return is considered final or filed without a professional review.
No. We work with individual taxpayers as well as businesses of different sizes and structures.
Our portal is designed to handle, among others:
Each client gets a file tailored to their tax situation.
The portal automatically generates a personalized document list based on the type of return you need.
You can upload tax forms, bank and credit card statements, invoices, receipts, financial reports, corporate documents and any other information needed to prepare your return correctly.
If additional information is needed during the review, you will get a request directly in your portal.
All information received is organized into a digital tax file and reviewed by a professional before the return is finalized.
When necessary, we may ask for clarification or additional documentation to validate certain transactions or complete the required information.
Our goal is for the return to be prepared on the basis of complete, verifiable documentation, in accordance with current tax law and applicable IRS rules.
Preparation time depends on the complexity of each case and on the required documentation having been submitted in full.
Once all the necessary information is in, you can follow the status of your file in the portal throughout the process.
Yes.
We protect your information through a secure portal built to store tax and financial documentation in an organized way and with restricted access.
All information stays centralized in your digital file, allowing your documents to be handled securely with an organized history for each tax year.
Create your account, upload your documents and let your accountant do the rest.
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