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How It Works
Step 1
Book Your Blueprint Consultation
First time filing with us?
Let’s kick things off with a quick strategy session. A Blueprint Tax Pro will walk you through the process, answer your questions, and help you get organized for success.
Step 2
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Skip the Small Talk — Upload & Go
Already a Blueprint client?
You can skip the consultation and go straight to secure upload. Just log into the app or client portal, upload your IDs and tax documents, and we’ll take it from there.
Step 3
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Get the Numbers That Work for You
Our Blueprint Tax Pro reviews your info and prepares a custom tax computation tailored to your situation.
Step 4
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Seal the Deal.
File with Confidence
Once you approve your return, your Blueprint Tax Pro handles the rest.
File Taxes On the Go
Secure
Encrypted uploads and a unique Blueprint Tax ID keep your information private.
Simple to Use
Snap your W-2s, receipts and other documents, upload in the app, and e-sign your return—right on your phone.
Convenient
Chat with your preparer, track progress, and finish your filing without leaving home.
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