You're Locked In! 🔒

Hi {{first_name}},

Thank you for securing your Early-Bird Tax Prepay spot with Qially. We have received your payment and intake details.

✅ Your priority filing status is confirmed.

What Your $99 Prepayment Covers

Tiers 1 & 2: Covers your federal and state preparation in full.
Tiers 3, 4 & 5: Acts as a deposit toward your total Early-Bird price.
Included: Expert deduction review, electronic filing, and 24/7 secure portal access.

Note: Does not cover bookkeeping, reconstruction, or audit representation.

Next Steps

Manual Review We are reviewing your intake to assign the best specialist to your file.

Portal Access Keep an eye out for a separate email inviting you to our secure client portal.

Upload Documents Once you're in, upload your W-2s, 1099s, and other forms securely.

Access Link Coming Soon

You can expect a follow-up from our team within 1 business day. Once all documents are uploaded, our standard priority turnaround is 5–7 business days.

Pricing Policy: Final pricing depends on the verified complexity of your return. If your situation requires a higher tier than selected (e.g., unexpected K-1s), we will notify you with a quote for approval before proceeding. No surprises.

We look forward to making this your easiest tax season yet.

Warmly,
The Qially Financial Team

qially ☁️

You're Locked In! 🔒

Next Steps