Individual returns
Support for individual income tax returns, including a review of the income documents and other records relevant to your circumstances. We discuss your filing needs before confirming the engagement.
Tax preparation
An organized filing process.
A person to ask.
Tax preparation starts with understanding your situation and gathering the right records. Wrap Up provides individual and business tax preparation with Enrolled Agent support, helping you work through the details and understand what comes next.
For individuals, self-employed owners, partnerships, and businesses looking for a clear process and support with filing questions.
Start with the filing support you need.
Your agreement defines the services included. We confirm scope and pricing before work begins.
Business returns
Preparation support for partnership and corporate returns. Your business structure, bookkeeping records, and filing requirements help determine the scope and information we request.
Bookkeeping coordination
We help connect your return preparation with the underlying books. If records need cleanup or reconciliation first, we identify that work and discuss it separately.
Sales tax filings
We can discuss sales tax filing support for your business. Locations, filing frequency, and the quality of your sales records determine the work involved and what support is appropriate.
Working together
A clear process from the start.
- 01
Tell us about your situation
Share the type of return, relevant locations, and any known deadlines or outstanding filings.
- 02
Gather and review records
We provide guidance on the documents needed and arrange secure sharing through your client portal.
- 03
Review before filing
We work through outstanding questions, review the completed work with you, and obtain the required authorizations.
Questions before you get started.
What should I have ready?
Your prior-year return, current income documents, and relevant business records are useful starting points. The exact document list depends on your situation; we will help identify what is needed.
Do I need to be a bookkeeping client?
Contact us with your tax preparation needs so we can confirm fit and availability. Ongoing bookkeeping and tax preparation have separate scopes.
How much will it cost?
Pricing depends on the return type and complexity. Use the pricing page for an initial indication, then contact us to confirm scope and a quote. Preparation fees are separate from any tax you may owe.
Can I upload tax documents through the inquiry form?
Use the inquiry form only to describe your needs. Please do not include tax IDs, bank details, or sensitive documents. We will arrange secure document sharing through the client portal.
Let’s talk