Tax prep done right.
A rigorous, documented workflow under CPA supervision with secure handling of your information at every step. Stop guessing with DIY software.
Our 6-step CPA process
We don't skip steps. Every return goes through a maker/checker workflow.
1. Intake & engagement
We confirm scope and price and issue an engagement letter so there are no surprises.
2. Secure upload
Upload W-2s, 1099s, IDs, and prior returns via our encrypted client portal.
3. Preparation
Our preparers draft your return with detailed workpapers and depreciation schedules.
4. CPA quality review
A Licensed CPA reviews the draft for accuracy, compliance, and missed deductions.
5. Client review & e-sign
You review the PDF draft, ask questions, and e-sign the authorization forms.
6. E-file & confirmation
We e-file immediately and provide official IRS/State acceptance confirmations.
Why choose Yellow?
| Feature | Yellow Services | DIY Software | Retail Chain |
|---|---|---|---|
| CPA Signed Return | ✔ Yes | ✘ No | ✘ Rarely |
| Audit Support | ✔ Included | $$ Extra Fee | $$ Extra Fee |
| Year-Round Access | ✔ Yes | ✘ No | ✘ Seasonal |
Trusted by small business owners
"Finally a firm that answers emails. The upload portal was easy to use and I got my refund faster than last year."
— Sarah J., Graphic Designer"I stopped using TurboTax because I was afraid of making mistakes. The CPA review gave me total peace of mind."
— Mike T., ContractorFrequently Asked Questions
How long does the process take?
Once we receive all your documents (W2s, 1099s, etc.), our standard turnaround time is 3–5 business days. Complex returns involving K-1s may take slightly longer.
Is my data secure?
Absolutely. We use 256-bit bank-level encryption for our client portal. We never ask you to email sensitive documents like SSNs. Our servers are SOC2 compliant.
Do you handle State returns?
Yes, we file for all 50 states. If you moved mid-year or work in multiple states, we handle the apportionment and filing for all jurisdictions.
What if I get audited?
We stand by our work. If you receive a notice, we will review it and explain it to you. Full representation services are available for existing clients.
Professional standards
Disclaimer: This page provides general information. All engagements are governed by our Engagement Terms.
Circular 230 disclosure: Any U.S. tax advice herein is not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal tax penalties.