INDIVIDUAL TAX RETURN PREPARATION
Tell Us About Your Tax Situation.
Complete this intake so we can understand your filing situation, identify the types of income and tax items involved, and determine what information will be needed to prepare your return.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in this assessment.
What Happens After Your Intake?
1 — Secure Documents
You'll provide your tax documents through the designated secure client process.
2 — Scope Confirmation
We'll determine whether your return falls within the standard $375 scope or requires additional work and pricing.
Card 3 — Preparation
Once the required information and applicable scope are confirmed, your return can move into preparation.
Your $375 Payment Is the Starting Preparation Fee
The $375 starting price applies to a standard individual Form 1040.
If your intake or documents identify additional complexity, we'll identify the additional scope and applicable fee before proceeding with that additional work.
Keep Sensitive Tax Information Secure
Do not submit tax returns, Social Security numbers, bank information or other sensitive taxpayer documents through this assessment or ordinary email.
You'll provide those documents through the designated secure client process.
