Get Started with the Essentials Return

For W-2 Earners, Retirees, and Homeowners with Deductions

What's Included:

Up to 5 W-2s or 1099-Rs
1 State Return Included
Full credit/deduction review
Secure Portal access & checklist
3-level review process
Personalized walkthrough video

Next Steps

After ordering:

You'll receive a confirmation email
During business hours, our team will create your portal and tax return project
You'll get an invite to upload documents securely
We'll reach out if we need anything
Turnaround time is typically 1-2 weeks after your document package is complete

Order Form

Start Your ReturnWe’ll review your info before any work begins. No surprises. No upsells.

Confirm & Secure Your Tax FilingYour return won’t be filed until we’ve reviewed it and you approve.

What Makes Us Different

Flat fee-pricing. No surprise charges. You always authorize any changes.

Frequently Asked Questions

What happens after I complete my order?

You’ll receive an email confirmation. During business hours, our team will create your secure document portal and send you a checklist to upload your tax documents. Once we have everything, your return moves into preparation.

Will my return be filed right away?

No. We don’t file anything until we’ve fully reviewed it and you’ve signed off. You’ll get a walkthrough of your return before anything is sent to the IRS or states.

What if I picked the wrong package?

If it turns out your situation fits a different tier, we’ll reach out and explain your options. You can choose to upgrade, downgrade, or get a refund. You’re always in control.

Is my payment secure?

Yes, all payments are processed via Stripe using industry-standard encryption. We never store your credit card info, and your personal data is handled in compliance with IRS data privacy standards.

How fast will my return be done?

Most returns are completed within 1–2 weeks after we receive your full documentation. If anything’s missing, we’ll let you know right away so there are no delays.

Get in touch with us

Have questions? Use the form here and one of our knowledgable staff will get back to you as soon as possible.

(678) 944-8367

office@taxsherpa.com

2302 Parklake Dr NE Ste 675

Monday - Friday, 10:00 am - 5:00 pm

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