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FTC Safeguards Rule
IRS 7216 compliant
Licensed preparers
What's included
Everything, in one price
- Prior-year return review
- Federal + 1 state (additional states +$99)
- E-file + direct deposit
- Secure document portal
- IRS 7216 consent-managed intake
- Response to IRS notices (free)
- Multi-year basis + depreciation tracking (business)
How it works
From signup to done
- 1
Sign the 7216 consent
Legally required before we can review your tax info. Takes 30 seconds in your portal.
- 2
Complete the intake questionnaire
Smart form that only asks what applies to you. Upload W-2s, 1099s, prior-year return. We extract the rest.
- 3
We prepare + review
A licensed preparer builds the return. A second preparer QC's. We flag questions on a short review call.
- 4
You sign, we e-file
Review the return, sign via Foxel e-sign, we transmit. You get the confirmation + a copy for your records.
FAQ
Frequently asked questions
A federally-licensed preparer (IRS PTIN-registered). Our team includes CPAs and Enrolled Agents whose licenses are listed on the About page.
Related services
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