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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. Simply sign the Engagement Terms & Conditions before filing your taxes.
After that, log in to the app or client portal, upload your ID 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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