Getting started

Submit the short form

Share a few basic details about your situation using the short request form.

Wait for your callback

We’ll call you to discuss your tax situation and answer your questions.

Agree on scope and pricing

Together you agree on the scope of work and the pricing, based on your situation after review.

Get access to the secure client portal

If you decide to move forward, you’ll receive an invitation to the secure client portal to share your documents.

Steps 5 & 6

Preparation & Review

Your return is prepared using Drake Tax Desktop, professional tax preparation software, once scope and pricing have been agreed.

You review the completed returns and sign the required documents before filing.

Steps 7 & 8

Monitoring & Communication

We file eligible returns electronically with your authorization. We monitor their status and let you know when the IRS and the California Franchise Tax Board (FTB) confirm acceptance.

Request a Callback