Client Guide
The Filing Process
See how your tax filing moves from the first request through intake, preparation, signatures, IRS filing, processing, and refund timing.
Know what happens after you submit.
Pick a filing path and follow the steps from the first form to e-filing, mailing, processing, or refund timing.
Select any step below to see what happens at that stage and what to expect next.
Regular filing, start to finish.
David walks through the regular filing path clients follow after they submit a request, from intake and document upload to preparation, signatures, IRS filing, and refund timing.
Ready for the next step?
Send a quick request and a personal account manager will contact you within 24-48 hours to confirm the right filing path and what documents are needed.
- Not sure which process fits? Tell us what you need and we will point you to the right next step.
- Documents can wait. Start with the request and upload files only after we confirm what is needed.
Tell us where you are in the process.
We will review your request and help you start with the right filing option.