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Steps for Filing with US Tax Help

  1. Complete the questionnaire:
  2. Review our terms of service
  3. Download our Taxbook Organizer here
  4. Submit paperwork (through our secure server)
    • US Tax Help Questionnaire
    • W-2 or foreign income statement
    • 1099
    • 1098
    • K-1 forms
    • Last year’s tax return
  5. Ted will review your paperwork and contact you with any further questions or requirements.
  6. Ted sends you his standard engagement letter for your review and approval.
  7. You pay the retainer here:
  8. Ted prepares your return for your review and approval.
  9. Ted files your return, electronically.

Ready to tackle your US Tax Returns?

Paying the lowest tax the law allows.

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