Let’s see what changed this year.
This quick check in helps us route you to the right next step, whether you are ready to file, need to speak with your preparer, or need help with an IRS or state balance.
What can we help you with today?
Choose the option that best matches what you need right now.
Who prepared your return last year?
This helps us know whether we already have your prior year history.
What changed since your last tax return?
Select all that apply. If anything important changed, we will route you to your preparer before moving forward.
Please contact your preparer first.
You selected one or more important changes. We want your preparer to review those changes with you before your return moves forward.
No major changes? Keep it simple.
If your situation is the same as last year, you can move straight to a brief current year document intake.
You may also need any 1099s, 1095 A, retirement forms, unemployment forms, or other tax documents you received this year.
I owe the IRS or state and need help.
Answer a few quick questions so EZ FILE NOW can understand the situation and refer you to the appropriate partner when needed.
Let’s get you connected with your preparer.
Use the returning client form to let us know what you need help with before your return moves forward.