PERSONAL · BUSINESS · YEAR-ROUND SUPPORT

Tax Services

Organized preparation and filing support built around complete records, documented questions, client review, and clear authorization before submission.

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Organized tax documents and calculator on a black desk

TX · SERVICE OVERVIEW

Who this service is for

✓Individuals and families
✓Self-employed professionals
✓Sole proprietors and single-member LLCs
✓Partnerships and corporations within our accepted scope
✓Clients responding to IRS or state notices
✓Clients who need prior-year or amended-return review

ACCEPTED SCOPE

What may be included

✓Guided tax organizer
✓Personal or business return preparation within the accepted engagement
✓Missing-document checklist
✓Review questions tied to the correct case
✓Client review and signature authorization
✓Electronic filing when authorized and available
✓Filing acknowledgments and completed-return delivery
✓Year-round record organization and notice support when included

FROM INTAKE TO DELIVERY

A visible, accountable process.

01Complete the secure tax intake
02Provide the requested tax records
03Team checks the organizer and identifies missing items
04Return is prepared and questions are documented
05Client reviews the completed return
06Required signatures, authorizations, and payment arrangements are completed
07Return is transmitted when authorized
08Acceptance or rejection is monitored and delivered to the case file

DOCUMENT CHECKLIST

Prepare these records

✓Prior-year federal and state returns
✓W-2, 1099, K-1, retirement, investment, and other income records
✓Business income and expense reports
✓Estimated-payment confirmations
✓Dependent and filing-status support
✓Applicable deduction and credit records
✓IRS or state notices
✓Identity-verification items requested through the protected vault only

CLIENT RESPONSIBILITIES

What we need from you

✓Provide complete and accurate information
✓Review names, addresses, income, deductions, credits, accounts, and elections
✓Respond to questions before disclosed deadlines
✓Approve the return before filing
✓Maintain supporting documents
✓Pay taxes and government obligations when due

PRICING FACTORS

What affects your quote

✓Return type and number of schedules
✓Business entities or multiple states
✓Bookkeeping cleanup required
✓Late, amended, or prior-year filings
✓Agency notices and representation needs
✓Rush work or information arriving after the agreed deadline

TIMING

When work begins

Timing begins after a complete intake and all required records are received. Filing deadlines do not guarantee last-minute availability.

Professional boundary

EGO SUM DM7 does not guarantee a refund, tax result, processing time, audit outcome, or agency acceptance. Matters requiring legal representation or work outside the accepted professional scope may be referred.

COMMON QUESTIONS

Tax Services FAQ

Can you start before I have every document?+

You may begin the intake, but preparation and final review can pause until the required records arrive.

Does an extension extend the time to pay?+

Generally, a filing extension does not extend the payment deadline. Your facts should be reviewed promptly.

Can you handle an IRS notice?+

Upload only through the protected document process. The team will determine whether the matter fits the accepted scope or needs another qualified professional.

READY FOR A CLEAR NEXT STEP?

Begin with a guided intake.

Your request is reviewed before an engagement, exact scope, or price is confirmed.

Create your secure account →