Scope and engagement
Tell Alex the return type, tax year, states and timing. Agree the fee and delivery date, then sign the engagement before sharing client documents.
Prep for firms
Your clients.
More prep capacity.
Send the documents. Get the return prepared in CCH Axcess and reviewed by a CPA. Your firm keeps the client relationship, preparer-of-record role and filing approval.
Discuss a returnScope, fee and delivery date agreed before work starts.
From documents to your final review
A clear handoff at each step.
Documents for one job
Alex arranges your private document handoff after the engagement. Each job has its own document list, preparation notes and open questions for your staff.
Prepared in Axcess
Receive the prepared return package, review notes and any unresolved questions. Your firm makes the final decisions and handles client approval and filing.
Engagement request
Have a return in mind?
Share the scope. Alex can confirm the fit, price and timing before any client files move.
Base preparation fees per return
- Simple 1040: $220. Federal wages, interest and dividends; standard deduction; no business, rental or K-1.
- Complex 1040: $440. Federal itemizing plus one Schedule C, one rental or up to three straightforward K-1s; existing basis records supplied.
- 1120-S: $560. Federal return with reconciled year-end books, existing depreciation and basis schedules; up to two shareholders.
- 1065: $690. Federal return with reconciled books, existing capital and basis schedules; up to two partners and straightforward allocations.
Each fee includes preparation in CCH Axcess, CPA review, a return package, workpapers and open questions for your reviewer. Your firm retains final approval and filing responsibility. No audit or assurance services.
Alex confirms the scope, fixed fee and delivery date for each job before accepting it. State returns (including Texas franchise reports), additional entities or owners, book cleanup, basis reconstruction, international forms, special allocations, complex transactions and amended returns are quoted separately.
Bill when the agreed job is complete. Preparation errors are corrected within the agreed scope; new documents or changed facts may require a revised scope and fee.
This request does not start an engagement. Please do not include client names, tax IDs, account numbers or documents. Private upload arrangements follow the signed engagement.