How it works

A calm, guided path to tax day.

1. 01

   Tell us about your year

   A short, friendly questionnaire. Choose “I'm not sure” whenever you need to — we'll explain the terms in plain English.

2. 02

   Get your personal checklist

   We build a list of exactly the documents your situation needs, each with a clear status.

3. 03

   Upload securely

   Snap photos or upload PDFs into your private vault. Organize by category and replace files any time.

4. 04

   Ask Canyon AI

   Get instant explanations of forms and terms. For anything complex, book time with a professional.

5. 05

   A professional prepares your return

   A credentialed preparer reviews your documents, asks follow-ups, and prepares and files your return.