Individual Tax Preparation
Personal returns, W-2, 1099, Schedule C, rentals, dependents, prior-year returns, and amendments.
Start individual tax
Individual tax, business tax, formation, cleanup, notices
Online tax help that feels handled.
FINVERA gives individuals and business owners a secure, online-first way to move tax work forward with clear questions, organized records, human review, and Englewood support when a meeting helps.
RemoteBuilt for clients anywhere we can responsibly serve
LocalEnglewood office when in-person help matters
ClearScope and next step before final work
Start where you are
Pick the problem. FINVERA guides the rest.
Clients should not need accounting vocabulary to start. FINVERA asks practical questions, collects the right records, and confirms the next step.
ITIN / W-7 Help
ITIN applications, renewals, passport-sensitive records, W-7 support, and foreign-owner tax starts.
View ITIN pathBusiness Tax
S-corp, partnership, C-corp, nonprofit, owner tax questions, estimates, and filing readiness.
Start business taxBusiness Formation
LLC setup, EIN, first-year tax setup, S-corp review, launch checklist, and owner setup.
Start formationBookkeeping Cleanup
QuickBooks cleanup, reconciliations, missing records, payroll reports, and tax-ready books.
Start cleanup reviewIRS Notice Help
CP2000, balances, missing returns, audit letters, proposed changes, and urgent deadlines.
Start notice reviewTax Planning Review
Business-owner planning, entity review, S-corp questions, estimates, owner pay, and year-end decisions.
Request planning reviewHow FINVERA works
A clear path from first click to reviewed tax work.
Pricing belongs on the package and service pages. Here, the focus is how FINVERA helps clients start securely, organize records, and move toward the right next step.
01Start online and choose the closest lane: individual tax, business tax, formation, books, notice help, ITIN, or planning.
02Upload the records FINVERA needs: prior returns, forms, books, notices, payroll, entity documents, and deadlines.
03FINVERA confirms the right scope, checklist, and next action before final production moves forward.
Built for clean starts
Your tax work should feel organized before anyone starts guessing.
FINVERA starts with the questions that matter: what you need, what year or entity is involved, what records exist, what is missing, and whether a deadline or notice changes the plan. The result is a simple client experience with professional judgment behind it.
Fewer loose emailsClearer document requestsBetter review before production
FINVERA Start PathLive readiness view
NeedIndividual tax, business tax, formation, cleanup, notice help, or planning
ReadinessDeadline, documents, entity details, prior filings, and missing items
Next stepTax preparation, cleanup review, formation setup, notice review, or advisory review
Client clarityClear scope and next action before final work moves forward
Local trust, online reach
Englewood is the anchor. The online experience is how FINVERA scales.
Local clients can meet by appointment when the file needs a conversation. Remote clients get the same organized tax experience through secure upload, phone, email, and video.
HumanProfessional review before tax conclusions or final work move forward.
SecureDocuments and missing items stay organized instead of scattered across inboxes.
ClearPricing and next steps are confirmed before production gets too far ahead.
Start online in a few minutes.
Choose the service, answer the questions, and send what you have. FINVERA will guide the next step before final work begins.