Personal tax preparation with a clear fee, a secure online process, and guidance through filing.
Returns start at $775. Tell us about your situation and receive a fixed-fee proposal before you commit.
2026 tax year · Filed in 2027 · No payment to request a quote
A CLEAR PATH FORWARD
Start with a short intake. You receive a proposal with the work and total price spelled out, so you can decide with the facts in front of you. Personal tax preparation starts at $775 for the agreed scope.
Once you accept and pay, we’ll send a secure organizer invitation when the 2026 organizer is available. Complete it and upload your documents there. We’ll let you know when your file is ready for preparation and generally respond to questions within two business days.
If your situation needs additional work, we explain it and price it before proceeding. See the services and pricing →
Receive a fixed-fee proposal after a short intake. Approve any extra work before it starts.
Review one fixed-fee proposal, then complete your secure organizer, upload documents, sign, and receive your return online.
We generally respond within two business days and confirm when your complete file is ready for preparation.
1. Tell us about your return. Complete the short quote questionnaire. We may ask for a prior-year return through a secure channel if it helps us quote accurately.
2. Review your fixed fee. Accept your proposal and pay to reserve the engagement. We agree on any additional scope before work begins.
3. Complete your secure organizer. Use your invitation for documents, signatures, and return delivery. The 2026 organizer is not available yet; we’ll send it when it opens. Preparation begins when your organizer and required documents are complete.
Filed with Insight Tax before? Tell Jon what changed in 2026, confirm your scope, and follow your secure organizer invitation when available.
Tell us about your 2026 return in a short form. We review the details and send a clear fixed-fee proposal.
See what the starting fee covers, how added work is quoted, and what to expect before you accept.
