Contact Us

Welcome!

To get started, please fill out this quick intake form. This helps us prepare your file and match you with the right tax preparer.

What you’ll need:

Your full name, email, and phone number
Date of birth
Preferred tax preparer (or select “First Available”)

👉 After completing this form:

You’ll receive an email with your questionnaire and a link to the QUICK AND EASY app to upload your documents. (total process about 15 mins if you have documents prepared)
Then your preparer will take get to work to take care of you and then reach out to you for return review.
Once you review and approve then your return will be filed or submitted for a refund advance request.

Tip: Having your info ready now will speed up the process.

First Name

Last Name

Phone *

Email *

Date of birth *

Choose Your Tax Preparer *

Are you requesting to apply for a refund advance up to $7,000? *

By submitting this form, you agree to receive text messages and phone calls from our business, including automated, pre-recorded, or AI-generated voice calls. You also consent to receive marketing communications, updates, and reminders related to our services. Message and data rates may apply. You can opt out at any time by replying STOP to text messages or by contacting us directly to be removed from future communications.

Privacy Policy | Terms of Service