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.
Individual returns from $1,500 · Entity returns from $1,500 · Books + Tax from $650/mo (with a tax engagement) · free 20-minute fit call.
Accepting a limited number of new clients for the 2026 filing season.
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
You can book anytime — no need to wait on us to review your intake first. We will talk through scope, timing, and pricing on a short call.
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.
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.