In partnership with april

Taxes that aren’t taxing

File your federal and state taxes in under an hour, free with your Origin benefit.1

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Take the stress
out of filing

Fast, free, and accurate returns

File in as little as 
40 minutes

Smart, secure data syncing and automatic pre-fill helps you breeze through your returns in under an hour.

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Maximize your refund

April ensures you don't miss deductions or credits, backed by maximum refund and accuracy guarantees.2

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Save an average of $270

Keep more of your refund compared to typical tax prep fees. 
No hidden fees or surprises.3

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Expert support whenever you need it

Unlimited access to April’s dedicated support 
team throughout the filing process.

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How to file with Origin

First, choose how you want to file:

FREE

Free

File independently with smart data 
pre-fill and step-by-step guidance.

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EXPERT ASSISTANCE

$189

Get access to a credentialed Tax Pro 
for tailored guidance before you file.

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Then follow these steps to submit your return

1.Review pre-filled data
Your Origin profile data syncs securely via encrypted data transfer.
2.Upload your tax documents
Your financial life, summarized daily—stay in sync with the markets, the news, and your money
3.Answer guided questions
Follow the step-by-step flow to provide additional information.
4.Review and submit
Track your refund status directly in the Origin app.

Navigate your tax
scenario with ease

Single, joint, or head of household
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Federal and single state filing
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W-2 wages and salary
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Interest, dividends, and capital distributions
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Stock compensation (RSUs, ISOs, NSOs)
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Stock sales and crypto investments
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Unemployment income
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Self employment and rental property income
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Partnership income (K-1s, etc.)
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Standard and itemized deductions
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Multi-state filing
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Foreign income and addresses
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Passive activity losses
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Business filings
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Last Will & Testament

Provides control over what happens to your assets after death.

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Living Will

Outlines your preferences for medical care.

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Guardianship for minor children

A document that outlines who should take care of your children (or pets).

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Advanced Healthcare Directive (AHCD)

Additional important information about health conditions beyond the Living Will.

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HIPAA Authorization

Provides for the disclosure of protected health information.

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Healthcare Power of Attorney (HCPOA)

Designates a specific person to make medical conditions on your behalf.

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Financial Power of Attorney (POA)

Designates a specific person to make financial decisions on your behalf.

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Financial Power of Attorney (POA)

A document that allows you to transfer assets into a separate legal entity.

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Schedule of Assets

A table of contents for all your assets.

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Trust Funding Guide

Documents everything you need to know about funding a trust.

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Bank-level encryption
throughout the entire filing process

Certified-Ribbon

SOC 2 Type II and
ISO 27001 certifications

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Multi-factor authentication 

and strict access controls

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Regular third-party audits 

and penetration testing

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GDPR and CCPA 

compliance for data privacy

File with 
peace of mind

Your financial data is protected 
through the highest security and 
compliance standards.

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Answers to your questions

Who is April?

April is the intelligent tax platform powering Origin's filing experience. They're the first new firm in over 15 years to receive full IRS e-file authorization and the only AI-driven tax platform with this designation.

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Do you offer audit support?

Yes. If you receive an audit letter from the IRS or state tax authority for a return filed through Origin, we'll help you understand: what the audit notice means, what documentation you'll need to provide, how to respond to the IRS or state authority, where to find official IRS resources and forms. This informational support is included at no additional cost. However, it does not include legal representation before tax authorities or legal advice. If your audit requires representation or legal counsel, we can help you understand when it's time to consult a tax attorney or CPA.4

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How long does it take to get my refund?

Most federal refunds are issued within 21 days of acceptance by the IRS. State refund timing varies. You can track your refund status directly in the Origin app.

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Can I save my progress and come back later?

Yes. Your return is saved automatically, so you can stop and resume anytime.

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Can I access my tax return documents at any time in Origin?

Yes. Your completed tax return is securely stored in Origin and accessible anytime. You can view, download, or print a PDF copy of your return whenever you need it for your records.

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