PelPush.
Sign in
Sign in to your secure portal.
✦ No credit card to start. Your account is created in seconds — then a few quick questions about your year, and you can skip anything you’re not sure about.
One more step
Enter the 6-digit code from your authenticator app.
First, the basics
Just enough to open your file. No tax IDs or bank details yet — those come later, only once you’ve seen what we can do.
A licensed CPA personally reviews your answers — your free CPA review lands in your inbox.
Do you run a business?
An LLC, S-corp, a side hustle — anything you earn from outside a regular paycheck. We prepare a return for each one.
What do you want to understand?
Pick what matters — your dashboard is built around it. Nothing’s locked in; you can change it any time.
Tick what applies — it tells us which forms to expect and which deductions to chase. You can change it any time.
Income you had this year
Deductions you might have
Anything happen this year?
Anything to share now?
Optional — last year’s return or a tax form you have handy lets us hit the ground running. You can always add more later, and bank statements & QuickBooks come once your dashboard is open.
Drag files here or
Encrypted the moment they arrive. Skip if you’d rather wait.
Save your work
Last step — create your account so we keep everything you just entered. No password needed — we email you a sign-in code whenever you come back. No card needed; you’ll see your plan next.
Your account saves everything under
✦ Encrypted end to end. We only ask for sensitive details once your books are set up and you’ve seen the value.
We’re setting up your account
We’ll email you the moment it’s ready — you’re welcome to close this tab.
First — get your numbers flowing
QuickBooks Online —
Pull your books straight in for your business return and your numbers. You sign in on Intuit’s own site — we never see your QuickBooks password.
✓ Connected
Your bank
Link your bank for automatic books, with no statements to upload. We’re finishing this — for now, drop a statement in Documents.
Your accountant’s desk
Here’s where things stand
Everything we’re doing for you, laid out — kept current as your numbers come in.
Questions about any of this? — a real person answers, usually the same day.
Your insights
Specialized for you.
Each square is answered straight from your books. Open one for the whole story.
Straight from your books, refreshed as statements and QuickBooks land. Every line has a person behind it — ask, and someone digs in.
Want to change what we keep an eye on? .
Your taxes
Your tax documents
—The forms your return is prepared from — the W‑2s, 1099s, and statements you’ve sent.
No tax documents on file yet — add them on the tab.
Documents
Add anything you have, and see everything you’ve already sent — all in one place. None of it is urgent; add what you have, when you have it.
Add your documents
—Drag files here or
Encrypted the moment they arrive. Up to 25 MB each.
What you’ve sent
—Nothing here yet — add your first document above.
Use QuickBooks? to pull your books in automatically — no statements to upload.
QuickBooks is connected ✓ — your books flow in automatically. Manage the connection.
Your details
This is the form you started at sign-up — your tax details, a picture of your year, and what you want to understand. Edit anything; it saves as you go.
Your tax details
—
Fill in what you can — saved as you go, encrypted. This is what we file from.
Lets us prepare your state — and any local — return, even with no W-2 on file.
Missing a document we asked for? — uploads are encrypted the moment they arrive.
Your tax picture
—
A quick picture of your year — tick what applies. It tells us which forms to expect and which deductions to chase. Nothing here is a commitment; change it any time.
Income you had this year
Deductions you might have
A few quick questions — tick anything that happened this year
What you want to understand
—
Pick what matters and how you like to see it — your dashboard squares are built from this. Saved as you tap.
How do you like it shown?
Switch any time.
Your businesses
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Add each business you own — we prepare a return for each. None? Skip this.
No businesses added yet.
Account & security
Talk to us
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Write to us about anything — a person reads and answers every message. No bots.
Automatic document reading
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With your written consent, the documents you upload are read by a secure document-reading service so your numbers appear faster. Saying no is completely fine — our staff handles your documents either way.
On You agreed on . You can withdraw any time.
Off You said no thanks — our staff processes your documents instead. You can change this any time.
Username & password
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Set a username and password so you can sign in with them next time. Your emailed one-time code keeps working either way.
Extra sign-in protection
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Add an authenticator app as a second step when you sign in. Recommended once your numbers live here.
Add this to your authenticator app (scan or enter manually), then confirm with a code:
On Signing in asks for an authenticator code.
Sign in with a passkey
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A passkey lets you sign in with your fingerprint, face, or device PIN — no code to type, and stronger than a password. Add one for each device you use.
No passkeys yet.
This device or browser doesn’t support passkeys — your email code still works everywhere.
Insight
How this is figured