Tax Services
Documented preparation built from verified source records: individual, self-employed, corporate, partnership, prior-year, amended and multi-state returns, plus readiness reviews and document organization.
Understand this service before you buy
Return preparation runs on source documents: the W-2s, 1099s, K-1s and statements that support every line. We organize the file, build the workpapers and tell you plainly what is missing before anything is prepared.
- Prior-year and amended returns follow different deadlines than current-year filings.
- Multi-state returns are driven by where income was earned, not where you bank.
- Missing basis and mileage records are the most common gap we find.
- Ordering for return preparation is gated until preparer authority is authenticated for your filing type.
Service lines
- Individual and self-employed return preparation
- S corporation, C corporation and partnership returns
- Prior-year and amended return preparation
- Multi-state return coordination
- Tax-year readiness review and document organization
Ordering gate
Ordering for return preparation stays closed until PF's preparer authority and e-file arrangements are authenticated for your filing type and jurisdiction. We tell you exactly what we can and cannot do before anything begins.
What you receive
- Organized source-document workpaper file
- Prepared return package for review and signature
- Open-items list with what is still missing
- Readiness memo for the coming filing season
What you need to get started
11 itemsGather these before you begin tax services. Everything below is requested once, in one secure intake — the more of it you have on day one, the faster your file closes.
Entity and access
- EIN letter and entity formation documents
- State registration numbers (sales tax, reemployment/unemployment, withholding)
- Accounting software login or an export of your current file
- Prior-year return, if one was filed
Records
- Bank and credit card statements for every month in scope
- Payroll reports and employee/contractor roster
- Loan, lease and merchant-processing statements
- Any IRS or state notice received, front and back, all pages
Contacts
- Authorized signer name and title
- Whether an existing CPA or bookkeeper stays involved
- Signed authorization forms where representation is required
Missing something? Start anyway — we will list exactly what is outstanding in one consolidated message.
Are you ready to start? 30-second check
Three questions. We will tell you honestly whether to move forward with tax services today, gather a few things first, or call us before paying anything.
0 of 3 answered — your result appears when all three are selected.
Tax Services — flat fees, paid online
Every fee below is a written flat fee. Pick the line that matches your matter and pay directly — no call required. If your situation does not match a line, request a written quote and we will send one.
Tax-Year Readiness Review
$897
Document organization and workpaper build before filing season.
- Document checklist and intake
- Workpaper package
- Missing-item report
- Written next steps
Return Preparation
Quoted per return
Individual, business, prior-year, amended or multi-state.
- Source-document review
- Workpapers retained
- Preparation and review
- Filing instructions
Ordering for return preparation opens only once PF's preparer authority is authenticated for your filing type and jurisdiction.
Three ways to pay
Zelle — preferred, no fee
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pfconsultingfirm.com/payWhat happens next
Tax Services onboarding is the same for every client, so nothing depends on who answers the phone. Each step below is confirmed to you in writing.
- 1
Written confirmation and your point of contact
Within 1 business hourYou receive a payment receipt, a written scope confirmation listing exactly what was purchased, and the name and direct line of the specialist assigned to your file.
- 2
Secure intake link
Same business dayA secure intake form and upload portal is emailed to you. Everything on the checklist above is requested there in one pass — no back-and-forth email chains for documents.
- 3
Access and authorization setup
1–3 business daysSoftware access, bank feeds and any required authorization forms are put in place, and your chart of accounts or filing profile is confirmed with you.
- 4
Completeness review
1–2 business days after intakeWe review every item you uploaded against the requirement list and send one consolidated message listing anything still missing. Your clock starts when the file is complete.
- 5
First deliverable and recurring cadence
Per the timeline aboveYou receive the first completed deliverable — reconciled month, payroll run, return draft or resolution filing — plus the recurring due-date calendar for everything ahead.
Questions during onboarding go to your assigned specialist directly — call 877-390-2041 or reply to any email in your thread.
Frequently asked questions
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