PCT
PCT Pro Services
Pro in Your Pocket™
☎470-568-1007
Your Taxes. Handled. — PCT Pro Services✦✦✦
Tax Season 2026 · By Appointment

Your Taxes.
Handled.

Work directly with an IRS Authorized e-File Provider — no confusion, no pressure, no surprises. Get a free quote or start your secure drop-off. I personally review every return before anything is filed.

Shaylah Thompson, PCT Pro Services
Hi, I’m Shaylah.I’ll be the one preparing your return personally — reviewed by a real professional, not an algorithm. Start wherever feels easy. You won’t do this alone; I’ll review everything and reach out if I need anything else.— Shaylah Thompson, your tax pro
IRS Authorized e-File Provider · #P619F Max Refund Guaranteed Secure Document Upload Nothing Filed Without Your OK
Choose your fastest path

Start your return in the way that fits you.

Returning clients can verify what PCT already has on file. New clients can start with a clean, guided intake. Either way, you stay in control before anything is filed.

✦  Free quote after preparer review  ✦
The Difference

Max Refund, Legally Guaranteed

We never fluff returns. We check every credit & deduction so you don’t leave a dollar on the table that’s rightfully yours.

$9,000

Refund Advance

Same-day bank approval.

Pre-Act advances are available to returning clients only. Post-Act advances are available to all clients once the IRS officially opens — subject to availability & bank approval.

$0

Quote, No Obligation

See your numbers & a transparent quote first. Only sign if you approve.

$0

Upfront Fees

Getting a refund? Your prep fee can be deducted from it — nothing out of pocket to start.

No SSN to Get a Quote

New clients get a draft to review first. Your SSN is only requested after you approve and decide to file.

Cash Referral Rewards

Love your experience? Enter your referrer’s name on the form so they get paid.

✦✦✦
Tax Preparation Guidance

What to expect during review

Tax rules can vary by year and individual situation. Your preparer reviews the information and documents you provide, confirms applicable forms and credits, and explains the return before anything is filed.

Clear information helps create an accurate return. If anything is missing or unclear, your preparer will let you know what needs attention.

Take your time, provide the best information you have, and ask questions whenever you need help.

Is This For You?

This is for you if…

  • You want your taxes reviewed, not rushed
  • You care about accuracy and your maximum refund
  • You want to understand your numbers before filing
  • You want a real professional reviewing your return

Maybe not, if…

  • You want the fastest possible filing with no review
  • You’re shopping only for the cheapest option
  • You’d rather skip the review step
Reviewed by a real professional, not an algorithm

Reviewed by a real professional. Not an algorithm.

Your return is reviewed against current IRS guidance and your specific income — not trends or guesses. You’ll receive a clear review and a $0 quote first, and nothing moves forward unless you approve it.

★  IRS Authorized e-File Provider · #P619F · Licensed & Insured · Secure & Encrypted
Shaylah Thompson

Have questions? Let’s talk.

Have questions? Use the contact information below or continue online by uploading what you have and answering the questions as best you can. Your preparer will review everything and let you know if anything else is needed.

☎  Contact — 470-568-1007
How It Works

Secure Intake

5–7 minutes. No SSN required for your quote.

→

Professional Review

Shaylah personally reviews every return.

→

Client Approval

Clear quote & draft first. Nothing filed without your OK.

Nothing is filed without your final approval and signature.

PCT Pro Services LLC

Pro in Your Pocket™ · 470-568-1007 · pctproservices.com

· PCT ·
Shaylah Thompson
I’ve got you.Answer what you can — estimates are fine. Not sure if something applies? Each question has a little hint. Anything you miss, I’ll catch when I review.
1
Basics
2
Income
3
Family
4
Other
5
Unlock

Let’s start with the basics

A few quick details so your estimate fits your situation.

Tax year
2026
2025
2024
Filing status
Single = unmarried. Head of Household = unmarried and you pay most costs for a child or relative who lives with you. Married Filing Jointly = married, one combined return. Not sure? Pick your best guess — Shaylah will confirm the best status for you.
Single
Married Filing Jointly
Head of Household
Married Filing Separately
Qualifying Surviving Spouse
Are you (or spouse) age 65 or older?
Yes
No
Legally blind?
Yes
No
Can someone else claim you as a dependent?
Usually “Yes” if you’re a student under 24 supported by your parents, or someone else pays for most of your living costs. Most working adults answer “No.”
Yes
No
Please choose a tax year, state, and filing status to continue.

Your income

Use the totals from your W-2 box 1, 2 and 17 — or your final paystub.

Which are you using?
I have my W-2
Only my final paystub
On your W-2: Box 1 is your wages, Box 2 is federal tax withheld, Box 17 is state tax withheld. On a paystub, use the year-to-date totals. Rounding is fine.
Quick job check before we estimate: Think through every job, side gig, app payment, short-term employer, unemployment payment, retirement payout, and tax form you may receive. A missing W-2, 1099, or 1095-A can delay filing, change the refund, or cause an IRS/state notice later.
Count short-term jobs, seasonal jobs, and jobs you left during the year.
Have you checked for every W-2 and 1099 you should receive?
Yes
Not yet
Not sure
Please choose whether you’re using a W-2 or paystub.

Family & dependents

A quick age-group count helps us prepare your preliminary estimate. Your tax professional will confirm the full details later.

This quick estimate uses the age groups you select. It does not estimate EITC or childcare until full dependent information is collected.

Anything else this year?

Tap everything that applies. No form left behind — this shapes your forms & estimate.

Only tap what you recognize — if none apply, that’s perfectly fine, just continue. The small note under each one tells you who it’s for.
Education & school
✓College tuition / 1098-TYou or a dependent in college
✓Paid student loan interest1098-E
State filing
✓I may need another state returnIncome earned or residency in more than one state
Health insurance
✓Marketplace insurance / 1095-AHealthcare.gov, state Marketplace, or premium tax credit
✓Health Savings Account (HSA)1099-SA / 5498-SA
Self-employment & business
✓Self-employed / 1099 / businessSchedule C income
✓Home officeForm 8829
✓Business assets / depreciationForm 4562
✓Payment app income / 1099-KCash App, PayPal, etc.
Other income
✓Unemployment / 1099-G
✓Retirement / 1099-R
✓Social Security / SSA-1099
✓Interest / dividends
✓Stock / crypto sales
✓Rental property income
✓Schedule K-1
✓Gambling winnings / W-2G
Deductions & situations
✓I may itemizeMortgage, big medical, donations
✓Home energy / solarForm 5695
✓Clean vehicle / EVForm 8936
✓Got an IRS / state letterNotice review
Interested in getting your refund faster with a refund product?
Yes, tell me more
No

Where should we send your estimate recap?

Almost there — this is the last step before your preview.

Preferred contact method
Text
Call
Email
We’ll use this to save your estimate and send next steps if you decide you want Shaylah to review your documents for your official quote.
Please add your name, a valid email, and phone number.
Your Free Tax Estimate Preview

Here’s your preview

Est. Federal
$0
Refund / balance due
Est. State
$0
Refund / balance due
Estimated Tax Refund / Balance
$0
Combined refund / balance
Estimated PCT Filing Cost
—
Separate from your estimated tax outcome
Likely Forms Needed

A live review can help catch missing forms, credits, filing details, and document issues that a quick calculator may not catch.

Estimated PCT Filing Cost
Based on the tax situations you selected and PCT’s current preparation-pricing catalog.
—
▸ Filing cost breakdown
WHAT YOUR PCT PREPARATION FEE INCLUDES

Professional support from intake through filing approval

Secure guided tax intake

Guidance through the information needed for your return.

Document review

Review of the tax documents connected to your return.

Filing status & credit review

Review of applicable filing-status, dependent, credit, and deduction considerations.

Professional preparation & review

Your return moves through PCT’s preparation and review workflow.

Secure document handling

Documents stay connected to your secure PCT workspace and return.

Client review before filing

You review and approve required filing information before transmission.

IRS / state notice support

Support with qualifying notices related to a PCT-prepared return, subject to applicable service and authorization rules.

Year-round PCT support

Return through the PCT process for applicable filing follow-up after tax season.

Estimate disclaimer: Your filing cost estimate is based on the tax situations you selected. Your final preparation quote is confirmed after we review your complete intake and documents. The tax outcome and preparation fee are separate; payment method is handled later.
Shaylah Thompson
This is a starting point, not the finish line.Numbers like these often shift once I review your actual documents and catch credits a quick calculator misses. Send them over and let’s make it real.

Ready to file?

Your estimate is finished. Start your actual secure tax filing intake now; the detailed interview and document checklist come next.

New Client Drop-Off

PRIMARY TAX FILER DETAILS

A few quick details and we’ll guide you to the right next step.

Shaylah Thompson
Welcome — so glad you’re here.Don’t worry about getting everything perfect. Tell me what you know, upload what you have, and I’ll take it from there.
Tax year
2026
2025
2024
Best guess at your filing status
Single
Married Joint
Head of Household
Married Separate
Not sure
Optional refund options

A Refund Advance is an optional loan. Approval is not guaranteed.

New clients may need to upload a photo ID, Social Security cards / ITIN letters, prior-year return, and all current-year tax documents through the secure upload step.
Want an instant estimate first?
Yes, estimate me
No, I’ll upload
Are you ready to upload documents today?
Yes
Not yet
Returning Client Drop-Off

Welcome back!

Tell us what changed since last year — we’ll only ask about the things that did.

Shaylah Thompson
Good to see you again!If nothing changed, this’ll be quick. Just flag what’s different and upload this year’s documents — I’ll handle the rest.
Find your saved PCT profile

Use the email and Social Security number from your prior filing. The secure match happens on the server, and your SSN is never saved in this browser.

Enter both details to securely check your saved PCT profile.

What you can verify

We’ll show you what is already on file so you can confirm it is still accurate.

✓Photo ID
✓SSN records
✓Bank details
✓Prior jobs & forms
✓Address & contact
✓Dependents
Sensitive values stay masked. You’ll confirm what changed before anything is reused.
Optional refund options

A Refund Advance is an optional loan. Approval is not guaranteed.

Since last year, did any of these change? Tap all that apply.
✓Legal name
✓Mailing address
✓Phone / email
✓Filing status
✓Spouse information
✓Dependents
✓A dependent’s school / custody / support / living
✓ID expired or changed
✓Social Security card / dependent docs
✓Bank account
New tax documents for this year?
Yes
No
Want an instant estimate before uploading?
Yes
No
Hands-Free Extension Drop-Off

Need more time to file?

PCT can submit your individual or small-business tax extension. We’ll ask a few questions, help you decide if you should send a payment, and prepare your extension invoice.

Shaylah Thompson
Running short on time? I’ve got you.An extension protects your filing time. Answer what you can — if you might owe, I’ll help you estimate a safe payment so penalties don’t sneak up on you.
An extension gives you more time to file — not more time to pay. The IRS still expects any balance due by the original deadline to avoid penalties and interest. If you may owe, we’ll help you estimate a payment before the extension is submitted.
Who is this extension for?
Individual (Form 4868)
Self-employed / Schedule C
Business entity (Form 7004)
Are you requesting an extension for:
Federal only
State only
Federal & state
Not sure
Tax year needing extension
2026
2025
2024
Filing status
Single
Married Joint
Head of Household
Married Separate
Not sure
Did you file with PCT last year?
Yes
No
Did you miss the original filing deadline?
Yes
No
Do you expect a refund, or do you think you may owe?
Expecting a refund
I may owe
Not sure
Want help estimating whether you should make a payment with your extension?
Yes, help me
No
Your contact info
Preferred contact method
Text
Call
Email
For your security, your SSN, date of birth, and ID are collected through the secure upload step — not on this form.
PCT Extension Preparation Fee
Confirmed from taxPricingConfig or an authorized custom quote after intake review.
Server-priced
Your extension fee is credited back. If you return to PCT to file the same tax-year return, your extension preparation fee is deducted from your final tax preparation fee. Extension fees are due when the extension is prepared, and the extension will not be transmitted until the invoice is paid.

Extension Disclaimers

An extension gives you more time to file your return, but it does not extend the time to pay any taxes that may be owed. Interest and penalties may apply if taxes are not paid by the original deadline.

PCT can help estimate a payment amount based on the information you provide, but the taxpayer is responsible for paying any tax owed by the original deadline.

After your extension is prepared, you will receive an invoice. The invoice must be paid before PCT transmits the extension.

Please add your name, a valid email, and phone number so we can prepare your extension invoice.
Amended Return Review

Need to correct a tax return?

If a return was already filed and something was missed, reported wrong, or changed later, PCT can review the original return and supporting documents to prepare an amended return quote.

Shaylah Thompson
Let’s figure out what needs correcting.Answer what you know and upload the original filed return plus the documents connected to the change. I’ll review it, confirm the forms needed, and send your official quote manually.
Amended return timing: To claim a refund, the IRS generally requires Form 1040-X within 3 years from when the original return was filed or 2 years from when the tax was paid, whichever is later. You may still need to file older years to correct records, reduce IRS issues, avoid ongoing penalties, or respond if the IRS prepared a substitute return for you.
What do you need help with?
Amend a return already filed
File a past-due return not filed yet
IRS filed / may file a substitute return
I’m not sure
Tax year needing review
Amendment scope
Federal only
State only
Federal & state
Not sure
Did PCT prepare the original return?
Yes
No
Not sure
What changed or needs to be reviewed? Tap all that apply.
✓Missing W-2 / 1099 / income documentIncome was left off or corrected
✓Filing status correctionSingle, MFJ, MFS, HOH, etc.
✓Dependent or child credit issueChild Tax Credit, EIC, custody, support
✓Education / 1098-TCollege credit or tuition form
✓Childcare creditProvider info or amount paid
✓Marketplace insurance / 1095-APremium Tax Credit correction
✓Self-employment / business incomeSchedule C or expenses
✓Stocks, crypto, sale of propertySchedule D / Form 8949
✓Rental income or K-1Schedule E or K-1
✓IRS or state notice/letterUpload the notice for review
✓Refund or balance looks wrongNeed a professional comparison
✓Something elseExplain below
Do you have a copy of the return that was already filed?
Yes
No
Not sure
If the return was already filed, a copy of the filed return is required before Shaylah can prepare the amended return review.
Amended Return Preparation Quote
Confirmed after review of the original return and correction documents.
Review required
This is an estimate only. Shaylah will provide the official quote after reviewing the original filed return, tax documents, notices, and the reason for the amendment.
Your contact info
Preferred contact method
Text
Call
Email

Amended Return Notes

For an amended return, PCT generally needs the original filed return, any corrected or missing tax forms, IRS/state notices, and the reason for the change.

Submitting this request does not amend or file anything. Shaylah will review your documents, confirm the official quote, and send next steps manually.

Refund availability for amended returns is limited by IRS timing rules. Older years may still need to be filed or corrected for compliance, balance-due, or IRS notice reasons.

Please select a tax year and add your name, valid email, phone number, and contact permission.
Quick Tax Organizer

Let’s only ask what applies.

A few broad questions help us build your personal checklist. You can upload documents instead of typing numbers whenever a tax form already shows the information.

How did you earn income this year?

Choose everything that applies. We’ll ask only the follow-ups you need.

We’ll expect one income record for each employer. Upload the actual W-2s; do not type W-2 dollar amounts here.

Which situations apply?

Your answers create a short list of documents or information to provide.

Anything unusual or worth flagging?

These flags help the preparer look in the right place later. They are not final tax determinations.

YOUR IDENTITY DETAILS

Let’s make sure we have the right details for your return.

If you are not sure about an ID number yet, choose “No SSN / ITIN yet” and your tax professional will follow up securely. These values are never placed in URLs or notes.

Spouse, if applicable
Dependents, if applicable
Choose the number of dependents above to add complete identity fields here.
YOUR TAX DETAILS

Let’s get the full picture together.

Share what you know. If something is unclear, choose “Not sure” or give your best answer—your tax professional will review it with you.

Let’s check for extra tax savings

A few quick questions could mean a bigger refund.

Answering these helps us determine if you qualify for additional deductions, which in most cases can lower what you owe or make your refund larger. We want to make sure you get every penny.

Side jobs, gig work, cash jobs, freelance work, contract work, or your own small business — even occasional or informal work counts (hair or beauty services, house cleaning, driving, selling items, and similar).

Business organizer

A few business basics

Annual totals are enough for this step. You do not need to enter every receipt.

Would you like help organizing income from work outside a W-2 job? Side work, gig work, cash jobs, freelance work, or your own small business can be organized here. Your tax professional will confirm how it belongs on your return.
Annual business totals
Annual expense totals
Upload spreadsheets, receipts, statements, mileage records, or bookkeeping summaries in the document step.
Intake authorization

PCT Tax Preparation Authorization

By signing this PCT Tax Preparation Authorization, I authorize PCT Professional Services LLC and my tax professional to use the information and documents I provide to review my tax situation; prepare an estimate or quote where applicable; prepare and review my tax return; contact me about questions or missing information; and provide completed or review materials to me.

This intake authorization is limited to tax preparation and review services. It does not authorize PCT Professional Services LLC or my tax professional to electronically file, e-file, or transmit my tax return. Before any filing or transmission, I must separately review my completed return and complete the required filing/e-file authorization or Permission to File.

This authorization does not permit use or disclosure of my tax return information for life insurance, unrelated products or services, marketing programs, or other third-party offers. Any bank-product consent is separate.

Your tax checklist

HERE'S WHAT TO GATHER

This confirms your intake is ready for PCT review. It does not mean your return is complete or filed.
Secure return review

Review your return and next steps

Enter the case ID and access code provided by PCT Pro Services. Nothing is signed or filed from this step.

Secure Tax Document Upload

Submit your documents securely

For security, all sensitive tax documents are submitted through PCT’s secure upload process. Use the form below to submit your documents so Shaylah can review them and provide your official quote.

Shaylah Thompson
Just upload what you have.Answer the questions to the best of your knowledge — it doesn’t need to be perfect. I’ll thoroughly review everything you send and personally reach out if I need anything else.
Upload Checklist

Before you submit, double-check your documents

Upload one document at a time, review it, and add another when you are ready. PDFs, images, spreadsheets, CSVs, and text files are supported.

Upload if it applies

  • All W-2s from every job
  • All 1099s, including NEC, MISC, K, G, R, SSA, INT/DIV, B
  • Form 1095-A for Marketplace insurance
  • 1098-T, student loan interest, childcare statement
  • Business/gig income and expense records
  • IRS or state letters, prior-year return, amended return documents

Do not forget

  • Short-term or seasonal job W-2s
  • Side gig/app income documents
  • Insurance forms from HealthCare.gov or state Marketplace
  • Dependent, school, custody, or childcare proof if requested
  • Any corrected forms you received after the first form
Upload trouble? If you have a problem uploading your tax documents, email them to support@pctproservices.com and use the same name, email, and phone number from this form so we can match your documents to your intake.
Secure document upload

Add your documents by section.

Review each file before sending everything together to PCT.

1. PHOTO IDENTIFICATION

Photo identification

Please upload a clear photo or copy of the primary filer’s current government-issued photo ID.

Acceptable photo ID

  • Driver’s license
  • State-issued photo ID
  • U.S. passport
  • U.S. passport card
  • Military ID
  • Permanent Resident Card
  • Tribal government photo ID
  • Other current government-issued photo ID

Only one current government-issued photo ID per filer is needed.

Accepted formats: PDF, JPG/JPEG, PNG, XLS/XLSX, CSV and TXT. Maximum 25 MB per file.

No photo identification added yet.
2. TAX DOCUMENTS

Tax documents

Upload all tax forms and income documents you received for this tax year. Add as many documents as you need.

  • W-2
  • 1099-NEC
  • 1099-MISC
  • 1099-K
  • 1099-G
  • 1099-R
  • 1099-INT
  • 1099-DIV
  • 1099-B
  • SSA-1099
  • 1098
  • 1098-T
  • 1098-E
  • 1095-A
  • Schedule K-1
  • Brokerage statements
  • Any other tax forms received

Accepted formats: PDF, JPG/JPEG, PNG, XLS/XLSX, CSV and TXT. Maximum 25 MB per file.

No tax documents added yet.
3. SUPPORTING TAX DOCUMENTS

Supporting tax documents

Upload supporting records that apply to your return. Add what you have available — your tax professional will follow up if anything else is needed.

  • Social Security cards
  • Dependent birth certificates
  • Custody or residency documents
  • Childcare records
  • Education records
  • Business receipts
  • Business income or expense records
  • Mileage logs
  • Rental-property records
  • Estimated-tax payment records
  • IRS notices
  • State tax notices
  • Other supporting documents

Accepted formats: PDF, JPG/JPEG, PNG, XLS/XLSX, CSV and TXT. Maximum 25 MB per file.

No supporting documents added yet.
Ready to review?

Make sure you’ve added your photo ID, tax forms, and any supporting documents you currently have.

Before You Upload

Submitting an estimate or uploading documents does not mean your return has been filed.

Your official quote and exact refund or balance-due outcome will be confirmed after Shaylah reviews your actual tax documents and prepares your return.

Nothing is filed until you receive your secure review link, approve your completed return, and sign. Only sign if you’re happy and ready to move forward.

Shaylah Thompson

Prefer to talk it through?

Need help? Use the contact information below or finish your upload here. Your preparer will follow up after reviewing what you provide.

☎  Contact — 470-568-1007

PCT Lead Summary