Documents

Tax Preparation

Tax filing help, tax notices, document preparation, and basic tax consultation routing.

Tax preparation help

Route tax preparation, tax filing, tax notice, IRS letter, and document-help requests.

Basic tax prep intake

Collect documents and route to a tax preparer for a filing estimate.

$80-$500+

1-7 days

Tax notice review

Review IRS/state letters and identify next steps.

$150-$1,200+

1-5 days

Business or complex tax help

Route self-employed, business, multi-state, or complex tax requests.

$300-$3,000+

3-14 days

Typical intake questions

  • - What state or city do you need tax help in?
  • - Which tax year is this about?
  • - Do you have an IRS/state notice, deadline, or audit letter?
  • - Do you have W-2, 1099, receipts, or other documents ready?