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.

Maximize your tax outcome

Our tax pros help grow your bottom line and put money back in your pocket by finding every available credit and deduction relevant to your industry.

Affordable expertise, year-round

Get personalized human help rightsized to where you are and where you want to go — for up to 30% less than the cost of a typical accountant.

Specialized in small business

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

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.

† Savings claim based on (1) national average fees for Federal Form 1040 plus Schedule C and one state filing, and (2) national average of accountant hourly fees in 2020 for “Quickbooks or bookkeeping advisory services” ($109), in each case in the latest available 2020 survey conducted by the National Society of Accountants. Pricing will vary based on individual circumstances.