WHO THIS HELPS
- ✓ Employees and families
- ✓ People with investments or rental income
- ✓ Self-employed individuals
- ✓ People filing in more than one state
PERSONAL TAX · U.S.
U.S. taxes, handled without making you become the tax expert.
Cavait starts with your life situation, builds a personalized checklist and keeps federal and state work visible in one place.
Tell us what you need.We’ll find the next step together.Get started ↗
WHAT CAVAIT CAN HANDLE
- ✓ Federal personal return workflow
- ✓ Applicable state return workflow
- ✓ Document checklist
- ✓ Return review and e-file authorization workflow
- ✓ Acceptance tracking
HOW IT WORKS
You don’t need to know the tax terms.
Start with what happened. Cavait turns that into a case, checklist and next step.
Tell us what changed
Everyday questions determine what records and forms are likely relevant.
Scope federal and state work
Multi-state or higher-complexity work is identified before pricing is finalized.
Prepare and review
The return moves through preparation and review checkpoints.
Authorize and track
Applicable e-file authorization and federal/state acknowledgements are distinct steps.
COMMON QUESTIONS
Before you start.
Is Cavait an IRS authorized e-file provider today?+
Live U.S. e-file remains gated until the applicable provider, preparer and state requirements are completed. The client workflow is built separately from that authorization.
OFFICIAL TAX SOURCES
Tax rules and filing programs change. These links go to the relevant tax authority.
TAKE IT OFF YOUR LIST
Tell us what you need done.
We’ll ask the few questions that change the work, then show you the next step.