Individual return
Form 1040 for you and your family
$79
- Federal and one state return
- W-2s, 1099s, investments, retirement and Social Security
- Every credit and deduction you qualify for
- Reviewed and filed by a tax professional
TreadTax: five-minute chat, tax pro reviewed, prices beat.
Most returns take five minutes or less; some take a little longer. The point is quick questions and quick answers — tap your answers, snap your documents, and see your refund estimate right from your phone.
All tax returns are reviewed, signed, and filed by enrolled tax professionals.
Found a lower price for the same return at TurboTax or H&R Block? Show us and we’ll beat it.
Secure document handling · Located in Kansas
*Most personal and non-corporate returns, with tax professional review and support.Business, non-resident and extra forms are priced separately.See Our Fees →
About TreadTax
What we do.
TreadTax is a Kansas tax practice. Here’s what every return gets.
Privacy first.
Your documents are locked on your own device before they’re sent. Never sold, never shared, never used to train anyone’s AI.
Tax refund optimization.
Every legal deduction and credit found — the biggest refund, or the smallest bill, the law allows.
Transparent fees.
Every price posted up front. We don’t double your price because you have a 1099 or sold a few stocks.
Real humans.Real professionals.Real advice.
What tax software spits out isn’t good enough. A tax professional personally reviews every return and recommends every way you can save — this year and next.
What you’d pay elsewhere
The same return with a tax professional involved, three ways.
| Return |  TreadTax | TurboTax | H&R Block |
|---|---|---|---|
| Personal returnFederal + state, with a tax professional | $79 | $198Expert Assist $129 + $69 state | $179Tax Pro Review $130 + $49 state |
| Self-employed returnSchedule C, with a tax professional | $99+$79 + self-employed add-on, starting at $20 | $278Expert Assist $209 + $69 state | $274Tax Pro Review $225 + $49 state |
| Do it yourselfFederal + state, no tax professional | Every return is reviewed by a pro | $143Deluxe $79 + $64 state | $114Deluxe $65 + $49 state |
| A tax professional reviews your return | Included | Extra cost | Extra cost |
TurboTax and H&R Block prices are their published regular prices for tax-year 2025 returns (the 2026 filing season), checked October 2026. Their prices change during the season.
Ready to get started?
Tell us about your return in about five minutes — a tax professional takes it from there.
For Non-Resident Filers
Filing U.S. taxes from outside the system? We speak fluent non-resident — explained in plain language, prepared remotely, and reviewed by a tax professional before anything is filed.
Is this you?
If any of these sound familiar, you may need to file as a non-resident.
International students & scholars
F-1, J-1, and similar visa holders with U.S.-source income or scholarship funds who may need to file Form 1040-NR.
First-year work visa holders
H-1B, O-1, and similar visa holders navigating the substantial presence test and first-year residency choices.
Foreign nationals with U.S. income
Rental property, U.S. investments, or U.S.-source business income while living abroad.
Recent departures from the U.S.
Filed as a resident before, but left the U.S. and now need a final-year or dual-status return .
How non-resident filing works
You don’t need to be in the U.S. to get this done. The whole process is handled remotely.
1
Tell us your status
Your visa type, when you arrived or left, and what U.S. income you had. That determines whether you file as a resident, a non-resident, or dual-status.
2
Send your documents
Passport and visa copies, your I-20, DS-2019, or similar status documents, and income forms like a W-2 or 1042-S — whatever you’ve been given.
3
We prepare and file
We prepare your Form 1040-NR (plus Form 8843 if that’s all you need), apply any treaty position that fits, and a tax professional reviews it before it’s submitted.
Common questions
Do I need an ITIN or an SSN?
If you have an SSN, you generally file with it. If you need to file a U.S. return but aren’t eligible for an SSN, you may need to apply for an ITIN with your return.
Does a tax treaty apply to me?
Many countries have tax treaties with the U.S. that can reduce or exempt certain income. Whether one applies depends on your country, visa, and income type — ask and we’ll help you check.
Resident or non-resident for tax purposes?
For tax purposes, residency is usually based on the substantial presence test — a count of your days in the U.S. over a three-year period — with a first-year choice available in some cases.
I had no U.S. income. Do I still file anything?
Often, yes. Many F and J visa holders with no U.S. income still need to send Form 8843 each year. If you had U.S. income, you’d generally file Form 1040-NR as well.
What should I send to get started?
Your passport and visa, your I-20, DS-2019, or similar status documents, and any income forms you received — a W-2, a 1042-S, or scholarship letters. Not sure what you have? Send what you’ve got and we’ll sort it out with you.
Ready to get started?
Tell us about your return in about five minutes — a tax professional takes it from there.
Bookkeeping
Clean books, without the shoebox.
Monthly or quarterly bookkeeping for small businesses and the self-employed — income and expenses categorized, accounts reconciled, and records kept tidy so tax time isn’t a scramble.
What’s covered
The regular work that keeps your records useful all year — not just at filing time.
Income & expense categorization
Deposits, card charges, and cash expenses sorted into clear, consistent categories, so every dollar has a place and nothing gets counted twice.
Account reconciliation
Your bank and credit card accounts matched against your records each period, so the balance in your books is a number you can trust.
Plain-language snapshots
A simple profit-and-loss view each period: what came in, what went out, and what’s left — without accounting jargon.
Tax-time ready records
Books are kept with filing in mind, so your return starts from clean totals instead of a year of receipts to untangle.
Who this is for
Sole proprietors & the self-employed
Business and personal money running through the same accounts, and no time to sort it out between jobs.
Small teams
A few employees or contractors, regular expenses, and a need to know where the money actually goes each month.
Anyone behind on their books
A few months (or more) of uncategorized statements. Get in touch and we’ll look at what it takes to get you current.
How it works
1
Share your statements
Send your bank and credit card statements (or connect us to them) and tell us how your business runs.
2
We categorize & reconcile
We sort every transaction, match your accounts, and flag anything that doesn’t look right for you to confirm.
3
You review the snapshot
You get a plain summary of the period and books that stay current — ready whenever you or your tax return need them.
Common questions
Monthly or quarterly — which do I need?
It depends on your transaction volume and how current you need your numbers. Busy accounts usually fit monthly; quieter ones often fit quarterly.
What do you need from me?
Your statements and a short list of what your regular expenses are. After setup, most of the work is on our side.
Can you clean up past months?
Generally, yes — catch-up work starts with looking at how many months need attention. Get in touch and we’ll talk through it.
Ready to get your books in order?
Call (316) 212-1771, email [email protected], or send a message and we’ll take it from there.
Business Tax
S corp taxes for owner-operators — Form 1120-S preparation built for small corporations where the owner does most of the work: the corporate return, owner K-1s, and the deadlines that come with them.
What’s covered
An S corp files its own return before the owners file theirs. Here’s how the pieces fit together.
Form 1120-S preparation
Your corporation’s federal return, prepared from your books — income, expenses, and the corporation’s balance sheet where required.
Schedule K-1s for owners
Each owner’s share of income and deductions on a K-1, ready to carry onto their personal return.
Owner pay, handled plainly
Owner-employees generally take a salary through payroll, separate from distributions. We’ll help you keep those buckets straight in your records.
Elections & deadlines tracked
The S election (Form 2553), estimated payments, and filing deadlines each have dates attached. We’ll help you keep them on the calendar.
Who this is for
Single-owner S corps
You’re the business. We prepare the corporate return and the K-1 your personal return depends on.
Small multi-owner corporations
A few owners who each need a K-1 on time so nobody’s personal filing is held up.
Considering an S election?
Thinking about electing S status for your LLC or corporation? Start with a conversation about what changes — payroll, a separate return, and new deadlines.
How it works
1
Send your books & last return
Your bookkeeping records, payroll summaries, and last year’s corporate return if you have one.
2
We prepare the return & K-1s
We prepare Form 1120-S and each owner’s K-1, and confirm the details with you before anything is filed.
3
Personal returns follow
With K-1s in hand, each owner’s personal return can be finished — we can prepare those too.
Common questions
When is the S corp return due?
For calendar-year corporations, Form 1120-S is generally due March 15 — a month before personal returns. Extensions are available, but the K-1s your personal return needs come from this filing, so starting early helps.
Do I have to run payroll for myself?
Generally, yes. Owner-employees who work in the business are expected to take a reasonable salary through payroll; remaining profit can be treated differently. We’ll talk through how that applies to you.
My books aren’t clean. Can I still file?
The return is only as good as the records behind it. If your books need catching up first, our bookkeeping can get them there — get in touch and we’ll look at where things stand.
Ready to get started?
Call (316) 212-1771, email [email protected], or send a message and we’ll take it from there.
1099s, W-2s & Payroll Forms
The forms you send out, filed on time.
1099s for contractors, W-2s for employees, payroll tax forms each quarter and the less common forms in between — prepared from your records, sent to the people who get them, and filed with the IRS by your tax professional.
Forms we prepare and file
Every form below is prepared and filed with approved filing software. Recipients get their copies by mail or email.
1099 forms
1099-NEC, 1099-MISC, 1099-A, 1099-B, 1099-C, 1099-DA, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LS, 1099-MAHC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-R, 1099-S and 1099-SA.
W-2 forms
W-2 for employees, W-2C corrections, W-2VI (U.S. Virgin Islands), W-2GU (Guam) and W-2G for gambling winnings.
1098 forms
1098 (mortgage interest), 1098-C (donated vehicles), 1098-E (student loan interest) and 1098-T (tuition).
Foreign payees
Form 1042-S for each foreign person you paid, and the yearly Form 1042.
Payroll tax forms
Form 940 (federal unemployment), 941 (quarterly), 943 (farm employers) and 944 (yearly, for the smallest employers).
Retirement & stock plans
5498, 5498-SA and 5498-ESA contributions; 3921 (incentive stock options) and 3922 (employee stock purchase plans); Form 8955-SSA for retirement plans.
Excise & other forms
Form 2290 (heavy highway vehicles), Form 8849 (excise tax refunds), Form 8868 (extension for exempt organizations), 1097-BTC (bond tax credits) and California Form 592-B.
How it works
1
Send what you have
W-9s, a payment or payroll report, or last year’s forms — uploaded in Tread my Tax.
2
We prepare every form
Your tax professional checks names, tax IDs and totals, and asks about anything missing.
3
Filed and delivered
Your tax professional files the forms with the IRS (W-2s with the Social Security Administration) and recipients get their copies.
What it costs
Per-form prices are posted on the Our Fees page — quoted before any work starts.
Tax Planning
Planning before December beats scrambling in April.
Tax preparation records what already happened. Planning looks ahead — a year-round check on withholding, estimates, and the decisions that can still change next spring’s outcome.
What we look at
A planning conversation is a review of the levers you can still pull before the year closes.
Withholding & estimated payments
If last April came with a surprise balance due (or a much bigger refund than expected), your withholding or quarterly estimates may need adjusting.
Retirement & savings moves
Contributions to retirement accounts can affect your taxable income. We’ll talk through the account types and deadlines that may fit your situation.
Business decisions before year-end
Equipment purchases, hiring, and when income lands can all change the picture. Talking before December keeps those options open; after, most are closed.
Life changes
A new job, marriage, a child, a move, or starting a business — each one changes your filing. A short check-in keeps April from being the first time you find out how.
Who this is for
The self-employed
Variable income and quarterly estimates are easy to drift away from what you’ll actually owe.
New business owners
Your first year or two sets the pattern — entity choice, owner pay, and record-keeping are easier to set up right than to unwind.
Anyone surprised last April
An unexpected bill or a giant refund is information. Planning turns it into a better setup for this year.
How it works
1
Tell us what changed
Income, job, business, family — and what you’re thinking about doing before year-end.
2
We map your options
We talk through what can still be adjusted — withholding, estimates, contributions, timing — and the deadlines attached to each.
3
Check back before year-end
A short follow-up before December confirms the moves got made while they still count.
Common questions
How is planning different from preparation?
Preparation files what already happened. Planning happens while the year is still open, when withholding, estimates, and timing can still be changed.
When should I start?
The earlier the better, and almost always before year-end — many moves stop being available once December 31 passes. Mid-year and fall are practical times to check in.
I only have W-2 income. Is this for me?
It can be. A withholding check alone can fix the owe-too-much / refund-too-much cycle, and life changes often matter more than income type.
Ready to plan ahead?
Call (316) 212-1771, email [email protected], or send a message and we’ll take it from there.
Payroll Tax
Payroll taxes, handled on schedule.
Withholding, deposits, and payroll filings for small teams — the unglamorous deadlines that get expensive when they’re missed, taken care of each pay period and each quarter.
What’s covered
Payroll tax is mostly a calendar. Here’s the calendar we keep for you.
Withholding & deposits
Federal income tax, Social Security, and Medicare withheld from each paycheck and deposited on the schedule your payroll size requires.
Quarterly & yearly filings
Form 941 each quarter (Form 944 for the smallest employers, Form 943 for farm employers), Form 940 each year for federal unemployment, plus state withholding filings where required.
Year-end forms
W-2s for employees (and W-2C corrections) and 1099s for contractors, prepared from the year’s payroll records so January isn’t a scramble. See every form we file.
Changes as they happen
New hires, pay changes, and people leaving — payroll records updated as your team changes, not reconstructed at year-end.
Who this is for
Hiring your first employee
Paying your first W-2 employee means employer numbers, withholding, and deposit schedules. We’ll help you set it up in the right order.
Small crews
A handful of employees, regular pay periods, and no one in the office whose job is payroll.
S corp owners on salary
Your own owner salary runs through payroll too. This pairs with our S corp tax work so the two stay in step.
How it works
1
Send your payroll details
Who’s on the team, pay rates and schedules, and how payroll has been handled so far.
2
We calculate & schedule
Withholding is calculated each pay period and deposits are scheduled against their deadlines.
3
Filings go out on time
Quarterly and year-end forms are prepared from the same records, and you hear from us before a deadline, not after.
Common questions
What payroll taxes are there?
Generally: federal income tax withholding, Social Security and Medicare (FICA), federal unemployment (FUTA), and state withholding and unemployment where your state requires them.
What do you need from me each pay period?
Hours, pay rates, and any changes — new hires, raises, departures. The calculations and deposit scheduling happen from there.
I missed a deposit. Now what?
Get in touch promptly. Late deposits can draw penalties and interest, and catching up sooner is generally better than later — we’ll look at where things stand with you.
Ready to hand off payroll taxes?
Call (316) 212-1771, email [email protected], or send a message and we’ll take it from there.
Increase My Refund / Lower My Tax Bill
Good — that’s the right goal, and there’s more than one way to get there. Tell us about your income, your work, and your family, and a tax professional will review everything before anything is filed.
Tell us as much as you can — your job, your income, whether you run a business. A tax professional will confirm the details with you.
First, a quick distinction
A lower tax bill and a bigger refund sound like the same goal, but they work differently — and knowing which one you actually want changes the plan.
Lowering your tax bill
This means owing less tax in the first place. Deductions, credits, retirement contributions, and how your business is structured all work here — they change the math itself.
Increasing your refund
A refund is your own overpayment coming back. You can make it bigger by having more withheld — but that’s smaller paychecks all year for the same total tax. The real win is lowering what you owe, then setting withholding so the refund lands where you want it.
Not sure which fits?
Most people want both: pay no more than they have to, and no surprise bill in April. That’s exactly what we’re here for — we get to the bottom of which methods fit your situation.
Method 1
Deductions: shrink the income you’re taxed on
Deductions reduce the income the tax is calculated from. Some you take automatically; others only count if you track them.
- Standard vs. itemized . You get whichever is larger. Mortgage interest, charitable giving, and state taxes are common itemized items — if they add up past the standard amount, itemizing wins.
- Business expenses. If you’re self-employed, ordinary and necessary business costs — mileage, supplies, tools, software — generally come off your business income. Tracking them all year is the whole game.
- Home office & vehicle. A space used regularly and exclusively for business, and miles driven for work, can both count. The records you keep are what make them stick.
Method 2
Credits: come straight off the tax itself
Credits are stronger than deductions dollar-for-dollar, because they reduce the tax after it’s calculated — and some can increase a refund even past what you paid in.
- Family credits. Credits connected to children and other dependents are among the most commonly missed. Who counts as a dependent matters, and it’s worth confirming.
- Earned income credit. For working households within certain income ranges, this one can be significant — and it’s frequently under-claimed by people who assume they don’t qualify.
- Education & energy credits. College costs, and certain home energy improvements, can carry credits of their own. Receipts and certificates are what make them claimable.
Method 3
Retirement & tax-advantaged accounts: pay yourself, tax less now
Money you put into certain accounts can reduce this year’s taxable income while it builds for later. This is usually the biggest lever available to people with self-employment income.
- Traditional retirement contributions. Contributions to a traditional IRA, or a SEP or solo plan if you’re self-employed, can come off this year’s income. Some can even be made after year-end, up to filing deadlines.
- Workplace plans. Contributing through a 401(k) or similar plan lowers the wages you’re taxed on as you go — no waiting for April.
- Health savings accounts. If you have a qualifying high-deductible health plan, HSA contributions are tax-advantaged going in and coming out for medical costs.
Method 4
Business structure: how your business is taxed
If you run a business, the way it’s set up decides which taxes you pay on the same profit. This is where self-employed filers most often leave money on the table.
- Sole proprietor vs. S corp. A sole proprietor generally pays self-employment tax on all business profit. An S corp splits owner pay between salary and distributions, which are taxed differently.
- It has to pencil out. An S election brings payroll, a separate corporate return, and extra deadlines. For some businesses the saving is real; for others the added cost eats it. The numbers for your business decide.
- Timing matters. The S election (Form 2553) has deadlines of its own. If you’re considering it, the conversation needs to happen before the window, not after.
Method 5
Income & expense timing: use the calendar
Which year income and expenses land in can change what you owe. Most of these moves only exist before December 31 — which is why planning beats April scrambling.
- Shift income where you can. If you invoice clients, when you bill and collect near year-end can move income between years. Useful when one year’s income is much higher than the other.
- Pull expenses forward. Equipment, supplies, or bills you’ll need anyway can sometimes be paid in December instead of January, putting the deduction in the current year.
- Bunch deductions. If you’re close to itemizing, grouping charitable gifts or deductible payments into one year can push you past the standard deduction in that year.
Method 6
Withholding & estimates: fix the April surprise
This method doesn’t change your total tax — it changes whether April feels like a refund, a bill, or a non-event. Getting it right is part of the goal, not an afterthought.
- W-2 withholding. If you owed a lot last April (or got a huge refund), your W-4 may be out of date for your life now. A short adjustment fixes the cycle.
- Quarterly estimates. Self-employed income has no withholding built in. Paying estimates through the year spreads the cost out instead of letting it pile up at year-end.
- Match it to the plan. Once the methods above lower what you owe, withholding gets set to the new number — so the refund reflects the plan, not an accident.
Which method fits you?
That depends on your income, your work, and your family — and it’s exactly what we sort out. Tell us about your situation and a tax professional will confirm the best route with you before anything is filed.
Questions? Call (316) 212-1771 and we’ll talk it through.
Still deciding?
Read more about and , or just ask us: [email protected] · (316) 212-1771.
About Us
TreadTax is a Kansas tax practice built so a real return takes minutes — not an afternoon.
How we started
We kept seeing the same thing: people paying big-box prices for software that asks a hundred questions, then leaves them to guess. So we built the opposite — a few quick questions, your documents read for you, and a real tax professional who checks every return before it’s filed.
What we believe
Pay what you owe — not a dollar more
Every deduction and credit you qualify for, every year. The tax code leaves doors open; we walk through them for you.
A real pro on every return
Every return is reviewed, signed and filed by a tax professional — never a call center, never a script.
Fast by default
Most returns take about five minutes of your time. Quick questions, tap-to-answer, and your documents do the typing.
Fair, plain prices
One clear price, no upsells at the end — and if you find a lower price for the same return, we’ll beat it.
See how much stays yours
Rather talk? Call (316) 212-1771 or email [email protected].
Our Fees
Personal returns
Add-ons
Only if your return needs them — tap one for details.
Additional state return+$40per state
Each state beyond the one included with your return.
Self-employed (Schedule C)Starting at+$20
Freelancers, gig work and sole owners — not S corps.
- +$20Light A 1099 or two and a few expenses. Often less, sometimes nothing extra.
- +$95Standard Regular freelance or gig work: mileage, home office and expenses to sort.
- Starting at+$200Pro A detailed income statement (profit & loss) that needs a line-by-line review.
We tell you the level before any work starts, and you approve the price.
Non-resident return+$20
Form 1040-NR, mailed to the IRS. Includes one tax treaty, the residency check and Form 8843.
Each additional tax treaty+$20
Special returns
Handled start to finish by Plett Financial, our full-service branch, and priced for your situation.
Corporations
S corps and C corps (Forms 1120-S and 1120), with a Schedule K-1 for each owner.
Estates
Estate income tax returns (Form 1041) and a loved one’s final personal return.
Trusts
Trust income tax returns (Form 1041) and Schedule K-1s for beneficiaries.
Other services
Every price is a starting point — we tell you your exact price before any work starts.
Add to your return
Extras on top of your return.
- Form 8949 reconciliationStock or crypto sales entered by hand (no import file)
- Starting at$20
- Crypto import assistanceExchange and wallet records imported and matched
- Starting at$40
Fix or catch up
When something needs correcting, more time or a plan.
- Amended returnForm 1040-X for a return already filed
- Starting at$99
- Prior-year returnA return for an earlier tax year
- Starting at$99per year
- Extension to fileForm 4868 — more time to file, until October 15
- Starting at$29
- IRS payment planSetting up an installment agreement (Form 9465)
- Starting at$75
- IRS or state notice responseReading the letter and replying for you
- Starting at$99
- Quarterly estimated taxesFiguring the year’s four payments (Form 1040-ES)
- Starting at$49per year
Non-resident extras
On top of your return and the +$20 non-resident fee.
- Form 8843 onlyWhen you had no U.S. income
- Starting at$29
- ITIN applicationForm W-7, mailed with your return
- Starting at$99
1099s, W-2s & payroll forms
Forms you send to workers, contractors and the IRS. See every form.
- 1099s, W-2s, 1098s & 1042-SPlus W-2G, W-2VI, W-2GU, 5498s, 3921, 3922, 1097-BTC and 592-B
- Starting at$25per filing + $6 per form
- CorrectionsW-2C or a corrected 1099
- Starting at$10per form
- Form 1042The yearly summary for 1042-S forms
- Starting at$50
- Payroll tax forms941, 944, 943 or 940
- Starting at$40per form
- Form 2290Heavy highway vehicle use tax
- Starting at$35per return
- Form 8849Claim for a refund of excise taxes
- Starting at$35
- Form 8868Extension for exempt organizations
- Starting at$25
- Form 8955-SSARetirement plan statement
- Starting at$50
Ongoing services
Year-round help, quoted up front.
- Monthly payrollWithholding, deposits and payroll filings
- Starting at$59per month + $5 per employee
- Monthly bookkeepingCategorized, reconciled books every month
- Starting at$150per month
- Bookkeeping cleanupGetting behind books ready to file
- Starting at$75per hour
- Tax planning sessionA one-hour plan for the year ahead
- Starting at$150
Prices are per return or per form unless noted, and are starting points. We tell you your exact price before any work starts.
Prices in the open. A real professional.
Tell us about your income, your work, and your family. A tax professional confirms the best route with you before anything is filed — at the price posted above.
Rather talk it through? Call (316) 212-1771.
Questions about a fee?
Call (316) 212-1771 or email [email protected] — we’ll quote your return before any work starts.
Our Services
Everything we do, on one page.
Your return is the core. These are the services around it — pick the one that fits, or start with Tread my Tax and we’ll point you to the right place.
Pick your service
Six services, each with its own page. Every one ends the same way: a tax professional reviews the work before anything is filed.
Tax Planning
Withholding, estimated payments, and year-end moves — planned while the year is still open.
Payroll Tax
Withholding, deposits, and payroll filings for small teams — handled on schedule.
1099s, W-2s & Payroll Forms
1099s, W-2s, 1098s, 1042-S, payroll tax forms (940, 941, 943, 944) and more — prepared and filed for you.
S Corp Taxes
Form 1120-S and owner K-1s for small corporations.
Bookkeeping
Monthly or quarterly books — categorized, reconciled, and ready for tax time.
Non-Resident Returns
U.S. returns for non-resident filers — Form 1040-NR and Form 8843.
Not sure which one you need?
Start with Tread my Tax and tell us about your situation — we’ll sort out which service fits before anything is filed.
Rather talk it through? Call (316) 212-1771.
Ready to get started?
Call (316) 212-1771, email [email protected], or send a message and we’ll take it from there.
Full-service tax preparation
Plett Financial
Start-to-finish customer support from your own tax professional.
Prefer not to do it yourself? Send us your name, how to reach you and whatever documents you have. Your tax professional takes it from there — calls you, asks the questions, prepares your return, walks you through it and files it.
- I
Send your details
Name, phone, email and any documents — last year’s return, W-2s, 1099s. No documents yet is fine.
- II
We call you
Your tax professional reviews what you sent and calls at the time you choose.
- III
We handle the rest
We prepare your return, go over it with you, and file it once you’ve signed.
Fees follow our fee schedule. Rather do it yourself? Tread my Tax · Visit the Plett Financial site
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How we protect your documents
- Encrypted connection. Everything you type or upload travels over an encrypted (HTTPS) connection.
- Read to save you typing. Uploaded documents are read by our AI provider to fill in your answers. They are not used to train AI models.
- Every file is kept. What you upload is stored exactly as you sent it, in TreadTax’s private, encrypted storage on Cloudflare. It’s never public: only TreadTax tax professionals can open it, after signing in.
- Saved as you go. Your answers are saved securely as you answer, so your tax professional can help you finish or follow up. A copy also stays on this device so you can pick up where you left off — use “Start over” on a shared device.
- No Social Security numbers typed here. If a form shows one, that’s fine — we never pull it out or show it back.
- Only TreadTax tax professionals see what you send. We never sell or share your information.
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Contact details
- Email
[email protected] - Phone
(316) 212-1771 - Location
Located in Kansas — serving clients remotely