Individual Tax Preparation
Professional tax filing for individuals — done entirely online with accuracy and care.
Simplify your taxes with Smart-E Tax Services—handle everything remotely, securely, and on your schedule.
Our virtual tax services are designed to make your life easier with convenience, security, and speed.
Upload your tax documents through our encrypted platform, ensuring your personal information stays protected.
Track the status of your tax return in real time with notifications at every step.
Sign your tax forms electronically from any device—no printing, scanning, or mailing required.
Manage your taxes from anywhere using our mobile app.
Get your tax refund quicker with our streamlined filing process.
Our tax professionals are just a click away to answer your questions and provide guidance.
Fast, secure, and completely virtual. Handle your taxes from anywhere with Smart-E Tax Services.
Professional tax filing for individuals — done entirely online with accuracy and care.
We e-file your return directly with the IRS and state for faster approval and processing.
Get your refund quicker through safe and secure direct deposit.
Need to fix or update a past return? We’ll help you file an amended return easily.
Not ready to file? We’ll request a filing extension so you avoid late-filing penalties.
Upload, sign, and track your return online — from your computer or mobile device.
Four simple steps. 100% online. Secure from start to finish.
We send you a secure link to begin setting up your client account.
Use the secure link to create your account in a web browser.
Best setup on a computer.
Upload W-2s, 1099s, and receipts through the app or portal—quick and easy.
Review and sign electronically—then we e-file your return.
Choose direct deposit for the fastest refund.
Ready to begin? Fill out the form and select Register to receive portal setup steps.
Smart-E Tax Services was created to give individuals a simpler, smarter way to file their taxes. Whether you're balancing a busy schedule, juggling multiple income sources, or just want an easier tax season, our virtual-first approach is designed around convenience and clarity.
In addition, we eliminate office visits, reduce delays, and simplify paperwork through a secure online process that keeps you in control while a real tax professional handles the details. As a result, we guide you step-by-step, explain everything in plain language, and make sure your return is prepared accurately and efficiently.
Most importantly, filing your taxes shouldn’t feel stressful — and with Smart-E Tax Services, it doesn’t have to.
Real feedback from clients who filed the smart, secure way.
“Fast, easy, and super organized. I loved uploading everything from my phone and signing online.”
“Communication was clear and quick. The portal made everything simple—no stress at all.”
“I needed an amended return and they walked me through every step. Professional and accurate.”
Quick answers to some of the most common questions we receive.
No. Our process is 100% virtual. You can upload documents, review your return, and sign everything online.
Typically W-2s, 1099s, identification, and any documents related to income, credits, or deductions. If you’re unsure, we can guide you.
Preparation times vary based on complexity, but most individual returns are reviewed and prepared within a short timeframe once documents are received.
Yes. If you’re not ready to file, we can help submit an IRS extension to give you more time.
Yes. Our portal is mobile-friendly, so you can upload photos or PDFs of your documents directly from your phone.
Fill out the form to receive the next steps to create your secure client portal. Prefer email? Contact us anytime.
Here’s what happens after you register.