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AssresCPA
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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: Simple 1040 $500 flat · Standard 1040 $750 flat · Complex 1040 from $1,500 · entity returns from $1,500 · Books + Tax from $650/mo. Exact quote for complex work after a short review of your prior-year return. Once we’ve reviewed your intake, there’s a free 15-minute fit call to confirm fit. Scheduling and secure upload come after this step.

Flat-fee returns are capped each season; complex and business engagements are taken year-round.

Onboarding Path

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

  1. 1
    Apply

    Choose a service and answer a short questionnaire. We send a secure upload link after review.

  2. 2
    Consult

    A free 15-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.

Filing a simple return?

Skip the application. Five questions tell you your flat fee.

Take the fit check

Rather talk first?

Book the free 15-minute call and skip the form for now.

Schedule the call
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.
  • Your return is simple and you want a clear flat fee: the Simple 1040 ($500) and Standard 1040 ($750) tiers are built for exactly that.
  • 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…

  • You are shopping for the absolute lowest price regardless of who prepares the return.
  • 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? Book a free 15-minute fit call 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? *