Year-End Tax Filing Readiness

Tidy up your tax documents.

Get your documents, receipts, bank statements, investments, K-1s, and mortgage or lease expenses organized with our help. We can help you save time and ensure you get every available credit and deduction for just $50/hour.

  • Best for: Freelancers, contractors, or self-employed

What you can expect with our year-end tax filing help.

Our Year-End Filing Readiness service always includes:*

  • A complete log of all expenses

  • Organized tax documents by your tax pro

  • An Income Summary Report of categorized expenses

  • Recommendations on available credits and deductions

*Terms apply

How it works.

Make an appointment to get your taxes done.

Schedule a time to meet in person, via phone, or chat and get matched with a local tax pro.

Meet and ask about our year-end service.

Bring your forms and documents with you and your tax pro will get you organized before tax prep.

Finalize your return with your tax pro.

Your tax pro will do your taxes and get you every available credit and deduction.

How Block Advisors can help your business.

100% Accuracy Guarantee

We guarantee 100% accuracy on your taxes, bookkeeping and payroll and will reimburse you for penalties and interest if we make an error on your return.

Grow your bottom line

Our tax pros help grow your bottom line by finding you every available credit and deduction and ensuring you’re accurately tracking expenses.

Specialized in small business

Our small business certified tax pros undergo annual Block Advisors training to specialize in small businesses and have an average of 12 years of experience.

Year-round access to help

Block Advisors, a part of H&R Block, is available year-round so you can focus on what’s coming next for your business. We make it easy to get the help you need.