Here's the full Addition Assist flow:
- Log in (or create your account) at app.additionwealth.com.
- Open the Tax Portal, verify your email, and select Addition Assist as your filing option.
- Schedule time with a tax expert to get started.
- Complete your return in the Addition Wealth Tax Filing Portal.
- Schedule a review of your DRAFT return with a tax expert before submitting.
- Submit, then check whether your city or county has a local filing requirement (see Do I owe local or municipal taxes?).
Schedule your expert sessions before March 31, 2027 — April availability is limited and waiting can put your April 15 deadline at risk.
Stuck anywhere in the flow? Reach out to support with any questions and we'll help you out.
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