Fixed-price tax packages
Standard 1040, complex 1040, Schedule C, back tax, nonresident returns, and amendments can start from the tax package path.
Choose tax package
Start online
Start online with a guided FINVERA intake.
Answer a few plain-English questions first. FINVERA will point you to the right secure intake for individual tax, business tax, formation, cleanup, notices, or review.
Guided start
Three steps, then the right secure intake opens.
No accounting vocabulary needed. Choose the closest lane, tell us what is going on, and FINVERA will match the request to the right starting point.
Payment rule
Fixed price when the work is fixed. Review first when it is not.
The start path keeps the process simple: clean fixed-price packages can move to the correct package intake, while open-ended or document-sensitive work gets reviewed before payment is requested.
Review-first work
Cleanup, notices, planning, tax resolution, ITIN document handling, missing records, urgent deadlines, and anything that depends on facts we need to see first.
Request fit reviewOne intake, right path
Tell FINVERA what is going on once. The file is routed to the fixed package, review path, or better next step before production begins.
Begin guided startOnline payment belongs only on fixed-price packages. Anything variable is reviewed first so the client is not pushed into the wrong scope.
Client flow
Every start turns into a clear file path.
The FINVERA onboarding system is built to reduce back-and-forth before production begins. The first intake captures the path, records, urgency, source, and package context so the file can be reviewed and routed without making the client repeat the same facts.
1. Route
The guided start decides whether the file belongs in a fixed tax package, review-first lane, business tax intake, formation intake, notice review, cleanup, or better-fit next step.
2. Prepare
The recommendation shows the client what to upload first, including returns, source forms, notices, bookkeeping records, entity documents, deadlines, and a short issue summary.
3. Review
FINVERA receives the route, package, urgency, readiness, lead source, and attribution context before confirming pricing, documents, and the next action.
Before you start
Have these ready if you can.
You do not need everything to begin, but the more complete the upload, the faster FINVERA can price and move the file.
Prior returns and current forms
Prior-year tax return, W-2s, 1099s, K-1s, dependent details, rental records, and business income or expenses.
Business records
Entity documents, EIN letter, payroll reports, bank records, bookkeeping access, loan records, and owner activity.
Notices and deadlines
Upload every page of the notice, the envelope if useful, related returns, source forms, and payment proof.
Approve scope before final work
FINVERA reviews the request first, then confirms the right price path and next step before final work begins.