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Estimated Refund

Know What Your Refund Could Look Like.

Get a professional estimate based on the tax information and documents you provide. We'll review your situation and help you understand what to expect before moving forward.

Secure • Professional • Confidential

What you receive

A clearer picture of your potential refund

A calm, guided estimate backed by professional review — so you understand your potential outcome before moving forward.

  • Professional Review

    Your information is reviewed with care by tax professionals.

  • Secure Documents

    Provide relevant tax documents through a secure experience.

  • Clear Estimate

    Understand the potential refund or tax outcome before proceeding.

  • No Guesswork

    Your estimate is based on the information and documents provided.

How it works

How the estimate works

Your estimate is prepared through professional review of the information and documents you provide — not an automatic on-page calculation.

  1. Share Your Information

    Provide basic details about your tax situation.

  2. Provide Documents

    Share relevant tax documents such as your W-2 when requested.

  3. Professional Review

    Our tax team reviews the information provided.

  4. Receive Your Estimate

    View the estimated refund information when your review is complete.

Start your estimate

Request your refund estimate

Begin securely from your client account. Here's what we'll ask for when the secure estimate experience is available to you.

Refund estimate request
Upload tax document

Add a document such as your W-2

PDF, JPG or PNG examples — secure upload available in your client account

Trust & privacy

Your tax information deserves careful handling

  • Secure document handling

    Documents you share are handled through a secure experience.

  • Professional review

    Your information is reviewed by tax professionals.

  • Confidential client experience

    Your details stay private throughout the process.

Estimated Refund

Ready to understand your tax outcome?

Start your refund estimate journey with professional tax support.