PRIOR-YEAR FILING

How Prior-Year Filing Works

1. Pay Your $250 Retainer

2. Complete the New Client Form

Secure your spot with a one-time $250 retainer through our secure checkout. It's credited toward your final preparation fee. Non-refundable; no cancellations.

Pay $250 Retainer

2. Complete the New Client Form

After payment, fill out our New Client form. You'll receive your TaxesToGo app link to finish intake and securely upload your documents.

Open New Client Form

3. Meet With Our Team

2. Complete the New Client Form

3. Meet With Our Team

During your consultation, we review your filing needs, explain the scope of work, and confirm whether any additional fees apply before we proceed.

$250 Retainer

Need to File Previous Years?

How Prior-Year Filing Works

1. Pay Your $250 Retainer

2. Complete the New Client Form

2. Complete the New Client Form

2. Complete the New Client Form

2. Complete the New Client Form

2. Complete the New Client Form

3. Meet With Our Team

2. Complete the New Client Form

3. Meet With Our Team