Professionals with investments
Stock sales, ESPP, RSUs, crypto, and multiple brokerage accounts — organized and reported correctly.
Virtual • Secure • Precise
Tax preparation for people who care about the details.
We pair thoughtful tax planning with a modern, fully virtual experience — designed for professionals, families, and small business owners who want more than a basic software filing.
What you get with Ansa Tax
- Peace of mind Expert-prepared returns
- Precision Accurate filing, every time
- Effortless Upload. Relax. We file.
- Fast turnaround Quick, reliable filing
- Tax experts Handled by an Enrolled Agent
- Confidence Clear, transparent guidance
Built for complex real-life tax situations
When your finances go beyond a simple W‑2, you deserve a tax partner who understands the details — and explains them clearly.
Self-employed & side businesses
Schedule C, 1099s, business expenses, home office, and mileage with clean documentation and guidance.
Families & dependents
Education credits, childcare, dependents, and college students with multi-state or part-time work.
A calm, methodical process
We use a repeatable workflow so you always know where things stand.
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1
Discovery & estimate
Share your last return and a quick overview. We respond with a personalized estimate before work begins.
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2
Secure document upload
Upload W‑2s, 1099s, brokerage statements, and other forms into a secure, organized portal.
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3
Draft, review & refine
We prepare your return, then walk through a clear summary with recommendations and next steps.
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4
E‑file & after‑tax support
We e‑file, store copies for your records, and remain available for questions throughout the year.
Ready before tax season hits?
Tell us about your situation now so we can help you plan instead of just react in April.