Guided Service Intake

Let's Get You the RightServices & Pricing

Select one or more services below. Mia from Federal Direct will then ask you targeted questions to build your personalized quote, document checklist, and engagement plan.

Not sure what you need? Select what seems closest — Mia will recommend the right services based on your answers.

— Select Your Services

What Do You Need Help With?

Click to select one or more. You can always adjust later.

Guided Intake

Mia asks targeted questions based on your services, building a complete picture in minutes, not hours.

Enrolled Agent Review

Every intake is reviewed by Jerald D'Souza, EA, CTC — with 35+ years of tax experience.

Fast Response

Urgent cases get same-day callback. Standard intake reviewed within 24 hours.