Complete Your Partnership Tax Intake
Answer the questions below about the partnership, its partners or members, financial activity and filing situation.
Do not enter Social Security numbers, EINs, bank-account information or other sensitive taxpayer information.
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 $750 Payment Is the Starting Preparation Fee
The $750 starting price applies to a standard current-year Form 1065 with up to two partners or members and up to two Schedules K-1.
Additional partners, complex allocations, multiple states, ownership changes, basis or capital-account reconstruction, incomplete records or other complexity may require additional pricing.
Any additional scope and fee will be identified before that additional work proceeds.
Keep Partnership Information Secure
Do not submit tax returns, Social Security numbers, EINs, bank information or other sensitive taxpayer or business documents through this assessment or ordinary email.
You'll provide those documents through the designated secure client process.
