How to work with Assres CPA
A clear, secure path from first intake to filed return, for individuals and businesses alike. Here is exactly what to expect.
Filing a simple W-2 return? Take the 2-minute fit check insteadFlat-fee 1040 tiers
from $500
Simple $500 and Standard $750, flat. W-2 and investment-income returns with clear boundaries.
Complex & business returns
from $1,500
Complex 1040s, S-corp packages, and partnerships: scoped and quoted before we start.
Books + Tax
from $650/mo
Monthly bookkeeping with year-end returns included, alongside a tax engagement.
Flat-fee returns are capped each season; complex and business engagements are taken year-round.
What to expect, step by step
Tell us about your situation
Start with a short intake so we can see whether we are a fit and give you a price range: free, and no commitment. This is the front door for every new client.
Schedule a consultation
No need to wait on us to review your intake first: when a time is open, you can book a short call directly, and we will talk through scope, timing, and pricing.
Engagement letter & deposit
Once scope is confirmed, you will receive your engagement letter and payment link by secure email. Review, e-sign, and pay the agreed fee to reserve your place in the queue: no surprises.
Organizer & secure upload
If a tax organizer is needed, we will send it directly. Upload documents through the secure portal, never by email. This is where your return takes shape.
Preparation & review
We prepare your return, model next year, and walk through everything with you over video before anything is filed. You always see the return before it goes out.
E-file & delivery
We e-file your federal and state returns and deliver your final copies and transmittal letter to your secure portal, yours to keep, year after year.
Everything in one place
The tools you will use as a client.
New Client Intake
Tell us about your tax situation to get started.
Schedule a Consultation
Book a time to talk through your situation.
Secure Document Upload
Send tax documents safely through Encyro.
Never send tax returns, notices, IDs, Social Security numbers, or payroll records through ordinary email. Always use the secure upload portal.
You will receive your engagement letter and payment link by secure email once scope is confirmed: there is no separate organizer or payment portal to log into.
Ready to get started?
Begin with a short intake. We will review your situation, confirm fit and pricing, and take it from there.