Life, work & personal taxes.
A new job, a move, family changes or several income sources. Bring your questions about the year.
Explore personal taxPersonal & business tax services
Tax preparation.
Clearly handled.
For individuals, families and small businesses. Tell us what you need, understand the next step and keep a preparer in the process.
✓Professional preparation. A personal consultation.
A good place to begin15 minutes. Your questions.
01 Personal & business inquiries02 A free initial consultation03 Scope and fees discussed first
Different lives. Different tax questions.
Start with your world.
We’ll talk through the details.
You do not need to know every form or filing term to begin. Choose the consultation that fits.
Your business. The full picture.
Business structure, income, expenses and the condition of your records. Start with where things stand.
Explore business taxHow it works
Know where you are.
Know what comes next.
An initial consultation, an agreed plan and a preparer involved throughout.
Start a conversation
Tell us what you need and which tax year it concerns.
Agree on the work
Discuss the scope, fee and next steps before an engagement.
Bring the details together
Follow the document instructions for your engagement.
Prepare, review, complete
Your preparer reviews the work. You review and sign before any filing.
Organization with a purpose
Less sorting things out.
More understanding them.
Good preparation starts with a clear picture. A consultation helps identify the work, the questions and the records that may matter.
Start with a general question. We’ll discuss the scope and next steps before you share documents.
Get to know TaxDash →A human place to start
What changed
this year?
Tell us in your own words. Start with a 15-minute phone or video consultation, at no charge.
Ask your question
Personal tax, business tax or pricing.
Discuss the right next step
Understand the work before committing.
Keep private information private
Ask for instructions before sending documents.
Before you start
Good questions.
Straight answers.
Is TaxDash do-it-yourself tax software?
No. TaxDash’s approach is paid, preparer-assisted tax preparation. A preparer is responsible for preparation and review. Contact us to discuss the work you need.
How do I start?
Send a short, general message describing whether your question is personal or business-related and the filing year involved. Do not send forms, identification numbers or account details through the public website.
What happens after my first message?
TaxDash reviews the general request and follows up using the contact information you provide. If the work is available, the next conversation covers scope, fees and instructions before sensitive information is requested.
A practical place to begin
Ask the first question.
We’ll map the next step.
A 15-minute initial consultation. Your questions, with room to talk.