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Simple Process

How It Works

A simple, transparent process designed to make your tax filing experience smooth and stress-free.

Share Details

Submit your tax documents and information securely through our platform. You can upload W-2s, 1099s, and other relevant documents.

Secure document upload portal
Guided questionnaire to gather all necessary information
Support for all common tax documents
Mobile-friendly submission process

Prepare & Review

Our expert tax professionals prepare your return with attention to detail, ensuring all deductions and credits are properly claimed.

Thorough review by certified tax professionals
Maximize deductions and credits
Detailed review session with you
Answer all your questions

File & Support

We file your taxes electronically with the IRS and provide ongoing support throughout the year for any tax-related questions.

Electronic filing for faster refunds
Confirmation and tracking
Year-round support for tax questions
Assistance with IRS correspondence

Prices are published up front, so you can see the starting price for your return before you share a single document.

Your Data Is Safe

Data Security & Confidentiality

Your privacy and data security are our top priorities. This is how your documents are protected.

Encrypted Transmission

Documents you share reach us over an encrypted HTTPS connection, the same transport protection used for online banking sessions.

Restricted Access

Your documents are accessible only to the professionals working on your return, and are never shared with third parties for marketing.

Confidentiality Guarantee

We maintain strict confidentiality policies. Your information is never shared with third parties without your consent.

Clear Expectations

Understanding what you provide and what we handle ensures a smooth process.

What You Provide

  • Provide accurate and complete tax documents
  • Respond to our questions in a timely manner
  • Review the prepared return before filing
  • Inform us of any changes to your situation

What EvoTax Handles

  • Prepare accurate and compliant tax returns
  • Maximize your deductions and credits
  • File your return on time
  • Provide year-round support and guidance
  • Maintain confidentiality of your information
  • Respond to IRS correspondence on your behalf

Next: work out what you need filed

The process above is the same whatever your situation. What changes is which return and which disclosures apply to you.

Ready to Get Started?

Let us handle your taxes professionally while you focus on what matters most.

Contact EvoTax

This service is provided for tax preparation only. We do not provide legal or investment advice. Visit the EvoTax US home page to explore all our US tax services.