CitySource

In Washington, CitySource is a financial services business focused on individual tax preparation. Clients can submit tax information and documents through a customer service portal, communicate with staff by messaging, and monitor return progress. Services include electronic filing, rapid refund options, and refund advance loans, subject to approval. Filing fees can be deducted from a refund or paid by card when the return is submitted to the IRS. CitySource also provides tax audit defense through its Tax Protection Plus partnership, with coverage of up to $1 million per filed return. Its process uses technology to gather the information needed to prepare returns, allowing clients to work with staff without spending hours in a tax preparer's office.