AssresCPA
Start Here

Become a client through a structured, secure intake.

Answer a short, branching questionnaire so we understand your situation and route you to the right service. The process is remote-first and CPA-led — for individuals and businesses alike.

What to expect: Individual returns from $1,500, entity returns from $1,500, Books + Tax from $650/mo (with a tax engagement). $1,500 minimum for tax return engagements; representation matters scoped separately (notice responses from $750). Once we’ve reviewed your intake, there’s a free 20-minute fit call to confirm fit. Scheduling and secure upload come after this step.

Accepting a limited number of new clients for the 2026 filing season.

Onboarding Path

Four phases, start to finish. Nothing is billed until scope and fit are confirmed.

  1. 1
    Apply

    Choose a service, answer a short questionnaire, and upload prior-year returns securely.

  2. 2
    Consult

    A free 20-minute fit call to confirm scope and fit before any commitment.

  3. 3
    Engage

    Review and sign a proposal and engagement letter, then settle the invoice or retainer.

  4. 4
    Onboard

    Move into the secure portal for remaining documents and year-round support.

Before You Start

Who this is best for

A quick gut-check so you know whether we’re the right firm before you fill anything out. If you see yourself on the left, the intake below is built for you.

A strong fit if…

  • You have a complex individual return — rentals, K-1s, equity compensation, or multi-state income.
  • You own a business and want bookkeeping and tax handled together by one CPA.
  • You received an IRS or state notice and want a CPA to respond on your behalf.
  • You want a remote-first, year-round CPA relationship — not a one-time filing.
  • You care about getting compliance right more than finding the cheapest option.

We may not be the right fit if…

  • Your return is a simple, single W-2 filing and you are looking for the lowest possible price — our engagements start at a $1,500 minimum.
  • You expect an urgent notice resolved overnight without a consultation.
  • You prefer in-person, walk-in service over a secure remote process.
  • You are looking for free tax advice without engaging the firm.

Not sure where you land? and we’ll tell you honestly.

1. Quick Details2. Your Situation (optional)
Step 1

About you

No sensitive details here — this just helps us understand your situation and point you to the right service. Secure documents come later, through our encrypted portal.

We typically respond within one business day.

Optional — helpful if you’d prefer a call or text.

We work with clients nationwide.

Who are we helping? *

Optional — helps us gauge complexity before we talk.

What can we help with? *

Select everything that applies — you don’t need to have it all figured out.

Have you received an IRS or state notice? *

If yes, we’ll prioritize your message — notices often have deadlines.

How soon do you need help? *
Where are you coming from?
Were you or your business affected by a federally declared disaster this year?

Disaster areas often carry automatic deadline postponements and casualty-loss relief.

Briefly describe your needs. Please don’t include SSNs or account numbers — we collect those securely later.

How would you prefer we reach you? *