easy as 1, 2, 3How it works
Taxes done from your phone.
No waiting rooms, no confusing paperwork. Here's exactly what happens when you file with Klarity Tax.
How it works
Three easy steps
Quick, phone-friendly, and we're with you the whole way.
1
Tell us about you
Fill out a short, friendly intake form with your filing basics and contact info. It takes just a few minutes.
2
Send your documents
Snap photos of your W-2s, 1099s and ID with your phone and upload them anytime.
3
We take it from here
We prepare your return, go over it with you, and you sign. Questions are always welcome.
Before you start
What to have ready
Don't have everything yet? That's normal. Start your intake now and send the rest when it arrives.
- Photo ID for you (and spouse) Required
- W-2s, 1099s & other income forms As available
- Social Security cards / dependent info Required
- Last year's return Helpful
- Childcare, tuition, 1098 or 1095-A forms If applicable
File your way
Pick what works for you
Phone or video
- Talk it through together
- Go over credits & deductions
- Ask every question you have
Ready when you are
Start your intake today, or book a quick call first.