Individual tax
For W-2, 1099, Schedule C, rentals, dependents, credits, notices, amended returns, and owner-level tax questions.
View individual taxFINVERA EIN help
EIN registration starts at $384 for LLC owners.
This page is for LLC owners opening bank accounts, hiring, issuing tax forms, filing entity returns, or separating business records. FINVERA helps organize records, facts, deadlines, and next steps before final work begins.
EIN Registration — Standard$384EIN setupExpedited EIN registration is $484. Business Formation + EIN starts at $967. IRS assignment timing is not guaranteed.
Start EIN pathFactsResponsible party and entity facts first
NextEIN, formation, tax setup, or review
StepClear approval before final work
Short answer
The right answer depends on facts, records, and the next step.
FINVERA avoids one-size-fits-all public answers. The goal is to give the client a clear next step without making tax guarantees or pushing the file into the wrong process.
Most high-intent tax questions connect to more than one issue: prior-year returns, entity classification, bookkeeping quality, notices, payroll, owner pay, estimated payments, deadlines, or missing records. FINVERA starts by separating the question from the next step.
Most work can move online with secure upload, calls, email, and video. The Englewood office is available by appointment when a meeting helps.
What FINVERA checks
The answer gets better when the file starts with the right records.
Facts: entity type, tax year, deadlines, income type, filing history, notices, payroll, books.
Records: prior returns, income forms, bank records, QuickBooks, payroll reports, entity documents.
Next step: individual tax, business tax, bookkeeping cleanup, formation, IRS notice, fit review, or better-fit referral.
Choose a next stepRelated services
Choose the starting point that matches the work.
Use the closest start path and FINVERA will confirm the right next step before final work begins.
Business tax
For S-corp, partnership, C-corp, nonprofit, estimates, owner pay, entity returns, and tax-ready business records.
View business taxBookkeeping cleanup
For QuickBooks cleanup, reconciliations, payroll reports, loans, owner draws, merchant deposits, and missing records.
View cleanupFormation and entity
For LLC, EIN, S-corp review, tax classification, first-year setup, and owner task lists.
View formationProcess
How FINVERA moves the work without confusion.
Next step first, collect records second, then produce only after the file is ready.
Start
Use the guided online start and explain the question, deadline, and year involved.
Upload
Your secure upload collects the records needed to answer the question responsibly.
Next step
The work moves to individual tax, business tax, bookkeeping, notice help, formation, a fit review, or a better-fit referral.
Review
Final delivery, filing steps, and pricing remain reviewed and approved before anything moves forward.
Questions
Common questions.
These are process answers, not legal or tax guarantees. Treatment depends on records and facts.
Can FINVERA answer before seeing records?
We can explain the likely next steps, but recommendations depend on documents, deadlines, filing history, entity structure, and books.
Can this become a paid fit review?
Yes. If the facts are unclear or high-risk, the file can recommend a paid fit review before production.
Can this be handled remotely?
Yes. Most work uses secure upload, calls, email, and video, with Englewood appointments when useful.
What happens if it is not a fit?
The online intake can identify the right FINVERA path, paid fit review, or better-fit referral, or better-fit referral instead of forcing every request into production.
Start with the FINVERA online intake.
Send the facts and records so the question enters the right secure online next step.