Start at home. Finish with us at the office.

Fill out the intake form, upload your W-2s and 1099s, then book a time to review your return with our team.

Tell us what changed this year: dependents, new job, business income, home purchase, health insurance, and so on.

W-2s, 1099s, IDs, Social Security cards, mortgage statements, business records. Use the secure upload link.

Book a time to come in, or we'll call you after we've looked over your file.

Secure intake form

Start your 2026 tax intake.

Complete the form below so our team can review your information before your appointment.