How Our Tax Prep Works — Meta Tax (Mobile)
Meta Tax Process

How Our Tax Preparation Works

Simple, secure, and designed for maximum refund accuracy. Here’s exactly what happens from “Start” to “Filed.”

Start with Meta Tax — quick intake to map credits and forms

Step 1

Start with Meta Tax

Tell us about your year in two minutes. We use your answers to map the right credits, forms, and state returns.

What we ask
  • Life changes: job, dependents, school, marriage/divorce, home, moves, business.
  • Income sources: W-2, 1099-NEC/K, interest/dividends, crypto, rental, K-1.
  • States involved and prior-year filing status.
Secure document checklist and encrypted uploads

Step 2

Secure document checklist & upload

Upload through our encrypted portal. Snap a photo or drag-and-drop — we accept PDF, JPG, PNG, HEIC.

Typical documents
  • W-2s, 1099s (NEC, INT, DIV, B, G, R), SSA-1099.
  • Childcare, tuition (1098-T), student loan interest (1098-E).
  • Homeowner docs (1098 mortgage interest, property tax), purchase/sale closing statements.
  • Business: income summary, expenses, mileage, home office, asset purchases, prior-year return.
Tips
  • Clear, edge-to-edge photos. One document per file when possible.
  • We’ll flag anything missing and provide a tailored checklist.
Kickoff call and identity verification with your preparer

Step 3

Kickoff call & identity verification

Meet your preparer, confirm goals, and verify your identity. If needed, we’ll help you request an IRS IP PIN to protect your return.

What happens
  • We walk your intake answers and clarify dependents, credits, and states.
  • Identity check and fraud-prevention steps (IP PIN guidance on request).
Meta Tax prepares and optimizes your federal and state return

Step 4

We prepare & optimize your return

Your preparer builds the federal and state returns, then a senior reviewer checks for accuracy and savings opportunities.

What we optimize
  • Dependents, filing status, Child/Dependent Care Credits, education credits.
  • Retirement contributions, HSA, itemized deductions vs. standard.
  • Small-business/1099: QBI, vehicle/home office, depreciation/Section 179.
  • Multi-state, part-year resident, and local taxes where applicable.
Quality checks
  • Math and e-file diagnostics; reject-prevention checks.
  • Risk review for common audit triggers; documentation notes.
You review your draft return and e-sign Form 8879

Step 5

You review & e-sign

We send a plain-English summary and your full draft. Ask questions, request edits, and approve when it’s perfect.

Approve to file
  • You e-sign IRS Form 8879 (and state equivalents) to authorize e-file.
  • We store your docs and signed forms in your secure portal.
We e-file your return and track IRS/state acceptance with you

Step 6

We file & track with you

We transmit your return electronically. If the IRS/state rejects for a data mismatch, we correct and resubmit.

After submission
  • Confirmation of IRS/state acceptance in your portal.
  • Refund status links and guidance for direct deposit or payments.
Year-round tax support: notices, amendments, planning

Step 7

Year-round support

Notices, amendments, and planning — we’re here beyond April. Upload any IRS/state letters to your portal and we’ll respond with a plan.

We can help with
  • IRS/state notices and responses.
  • Amended returns, prior-year catch-up, estimated taxes.
  • Mid-year tax planning to avoid surprises next season.
Transparent pricing — only pay for what you need

Transparent pricing

Only pay for what you need

What’s included
  • Dedicated preparer + senior review, federal + one state return.
  • Optimization for credits/deductions and reject-prevention checks.
  • Secure portal, e-signature, and digital copies of your full file set.
Extras (if applicable)
  • Additional states, business schedules, rental properties, crypto, or amended/prior-year filings.

Ready to get started?

Open your secure portal, upload a few documents, and meet your preparer.

Start with Meta Tax

Note: Turnaround time varies by case and document completeness. Nothing here is legal or tax advice. We’ll confirm details against current IRS/state rules before filing.