Free readiness check

Get your Tax Readiness Score before tax work starts.

Answer a few practical questions about books, deadlines, notices, entity records, and missing documents. FINVERA will show whether your file looks ready, needs cleanup, or should start with a deeper review.

Get my score Start online instead

Tax readiness score

Find the weak spot before the deadline finds it for you.

This score is a triage tool, not tax advice. FINVERA still reviews records before final pricing, filing, or tax conclusions.

1. What kind of tax file is this? 2. How clean are the books or records? 3. Is there a notice, late filing, or urgent deadline? 4. Are entity, payroll, or owner-pay records involved? 5. Do you already have prior returns and key documents?