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A private workspace for your tax records.

TAX PREPARATION, WITH CLARITY

Your records.
A clearer return.

Bring your documents and business books together. Work through focused questions, review the calculations, and export your preparation packet.

One organized workspaceIndividual income, business activities, and rental properties.

A guided reviewTargeted questions and a clear record of what needs attention.

Temporary secure sessionsExport your records before your 60-minute session expires.

TaxOpt prepares estimates and review drafts. File through your chosen IRS filing method.