Guided start
The start flow captures the service lane, readiness, urgency, package choice, and source context so the file lands in the right intake.
After you start
A clear file path before tax work begins.
FINVERA uses the online start to organize the service path, records, deadline, package context, and next action before production, filing, or payment steps move forward.
Simple process
The goal is fewer repeats and fewer surprises.
Every start should lead to one next action: upload records, confirm a package, scope a review, schedule when needed, or identify that the file is not a fit.
Secure upload
The secure intake is where full tax facts, documents, notices, books, and sensitive records belong.
Human review
FINVERA checks whether the work fits a fixed tax package, needs review-first scope, or needs missing records first.
Approve next action
Final work, filing steps, and payment requests happen only after the file path and scope are reviewed.
Upload first
What helps FINVERA move faster.
You do not need every item to begin. Upload what applies, and FINVERA will request the missing pieces when the file is reviewed.
Individual tax
Prior return, W-2s, 1099s, K-1s, dependent details, rental records, Schedule C income and expenses, and any amendment documents.
Back tax or notices
Every page of notices, the tax year involved, prior returns, source forms, payment proof, missing-year details, and any deadline shown by the agency.
Business records
Entity documents, EIN letter, books, payroll reports, contractor records, owner pay, loans, bank activity, and year-end financial statements.
Routing logic
Fixed package or review first.
The start system is designed to keep fixed-price tax work simple and keep unclear files from being forced into the wrong package.
Fixed package path
Use this for standard 1040, complex 1040, Schedule C, prior-year, nonresident, and amendment starts when the records and facts are clear.
Choose packageReview-first path
Use this for missing records, notices, multiple years, urgent deadlines, cleanup, entity questions, planning, or uncertain scope.
Request reviewEnglewood anchor
Most work can move remotely, with Englewood appointments available when sitting together helps organize records or next steps.
View Englewood officeFAQ
Common questions after starting.
These answers keep the first step calm and realistic.
Does starting online mean payment is due?
No. The online start organizes the request. FINVERA confirms package fit or review scope before any payment step is requested.
What if I choose the wrong path?
FINVERA reviews the file before final work begins. If the request belongs in a different package or review lane, the next step is adjusted.
Can I start if records are missing?
Yes. Choose review first or note what is missing. FINVERA can request the key items needed to keep the file moving responsibly.
Can this be handled remotely?
Yes. FINVERA is built for secure online service, with Englewood appointments available when in-person review is helpful.
Start with the right path.
Use the guided start if you are not sure. Use the tax package page if the individual return type is clear.