Pick the organizer that matches your filing situation. We'll send it to you, you fill it out at your own pace, and we respond within 1 business day to scope your engagement.
No sensitive PII collected here · Secure document portal after engagement begins · Fixed quote in writing before you commit
Each organizer is tailored to the entity type. Click the one that matches your filing — we'll email you a fillable version. No payment required to start; we confirm pricing after we review your situation.
For W-2 employees, freelancers, contractors, retirees, and anyone filing a personal tax return. Covers federal + state, dependents, deductions, credits, and investment income.
For S-corp owners filing the entity return. Covers gross receipts, balance sheet, K-1 issuance, owner compensation, and distributions. Owner 1040 priced separately.
For partnerships, multi-member LLCs taxed as partnerships, and joint ventures. Covers partner allocations, K-1s, capital accounts, and partnership-level items.
For C-corps. Covers entity-level income tax, deductions, balance sheet, and shareholder compensation. Used for corporations that haven't elected pass-through status.
For irrevocable trusts, decedent estates, and complex trust filings. Covers fiduciary income, beneficiary distributions, and grantor-trust considerations.
For 501(c)(3) and other tax-exempt organizations. Covers program services, governance, contributions, and the right 990 variant for your size.
We respond within one business day with a fillable organizer and a quote tailored to your situation.
Email us — we'll send you a pre-filled organizer with last year's data so you only need to update what changed.
Privacy & security note: Sensitive PII (SSN, date of birth, driver's license, banking information) is only collected through our secure, IRS-authorized client portal — never through email, text, or this website. The organizer email simply starts the engagement; we do not ask you to reply with personal numbers.
Coming soon