01 — Individuals
Personal Returns
W-2, 1099, dependents, education & child credits, and multi-state filing handled with care.
Start personal →
Have the audacity
to keep every dollar
you earned.
Tax Audacity turns a stressful filing season into a calm, guided experience — virtual intake from your phone, a real preparer reviewing every credit, and clear updates until your refund lands.
★ Client-loved experience
Your intake · Step 3 of 5
W-2s received — now let’s unlock your credits.
68% complete · Save & finish anytime
100% VirtualFile from anywhere
Human ReviewNot just software
Secure PortalDocs stay protected
Clear PricingNo surprises
2026 tax season
Countdown to filing season
Filing opens January 1, 2027 — get your documents ready now.
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What we do
Everything under one roof, done right.
From a single W-2 to a growing business, your preparer builds the full picture — so you don’t leave credits, deductions, or peace of mind on the table.
02 — Business
Business & Self-Employed
LLC, S-Corp, gig & creator income. We organize expenses and find the deductions you missed.
Start business →03 — Year-Round
Bookkeeping & Planning
Stay ready all year — quarterly check-ins, estimated taxes, and clean books before deadline season.
Ask about plans →04 — Support
IRS Letters & Amendments
Got a notice or need to fix a prior return? We review it, explain it plainly, and respond for you.
Get help →The experience
No office line.
No paper chaos.
Your old site asked people to “call with questions” and hunt for forms. This concept makes the next step obvious — on mobile, in under a minute.
Concept note: Buttons here demo the new flow. On the live site they’ll open your real branded intake link and client portal.
1
Start intake from your phone
Answer smart, conditional questions — only what applies to you. Save and resume anytime.
2
Upload docs securely
Snap photos of W-2s, IDs, and receipts. Your files go straight to your assigned preparer.
3
We prepare & maximize
A real preparer reviews every credit and deduction, then sends your return for e-sign.
4
Track until refund lands
Follow 8 clear stages in your portal — from “Received” to “Refund Sent” — no guessing.
Why clients switch
Built for real life, not tax experts.
Plain language, proactive texts, and a preparer who actually knows your file. That’s the audacity difference.
- ✓Assigned preparer — you choose who handles your return, and they get your completed form + attachments automatically.
- ✓No jargon — every step explained like a friend would, with a call option whenever you want it.
- ✓Transparent next steps — you always know what we have, what we need, and what happens next.
Social proof · Concept copy
The feeling we’re designing for.
Sample testimonial layout — we’ll swap in your real client reviews before launch.
★★★★★
“Filed from my couch. My preparer texted me updates the whole way — I never had to wonder where my refund was.”
★★★★★
“As a rideshare driver I was missing deductions for years. Tax Audacity found them and explained everything clearly.”
★★★★★
“Fast, professional, and I actually understood my return before I signed. That’s never happened before.”
Questions
Before you start.
Yes. Intake, document upload, review, and e-signature all happen from your phone. Prefer to talk? Book a call with your preparer anytime.
Most clients finish in about 6 minutes. Questions adapt to your situation, and you can save and come back whenever you’re ready.
Your client portal shows 8 stages — from documents received through preparation, e-file, IRS acceptance, and refund sent — plus direct updates from your preparer.
Photo ID, Social Security info, W-2s/1099s, last year’s return if you have it, and any IRS letters. The intake checklist walks you through it.
Ready when you are
Have the AUDACITY
to file different this year.
This is Concept 2 — light, editorial, and premium. Compare it with the other directions, pick your favorite, and we’ll build it on your domain.