Modern tax prep for busy people and growing businesses
Transparent pricing, fast turnaround, and year-round support from licensed professionals.
Individual & Family Returns
W-2, 1099, investments, rentals, FBAR, ITIN.
Business & Self-Employed
S-Corp, C-Corp, Partnerships, Schedule C.
Audit Defense
IRS & State notice resolution.
Year-Round Support
Quarterly planning + proactive advice.
Services
End-to-end tax and advisory services for individuals, families, and growing businesses.
Individual & Family Tax
Accurate, optimized returns for W-2 earners, investors, and multi-state filers.
- ✓ Federal & State returns
- ✓ Credits & deductions review
- ✓ Multi-state & remote work
- ✓ IRS notice guidance
Business & Self-Employed
Strategic support for LLCs, S-Corps, C-Corps, and freelancers.
- ✓ Entity selection & setup
- ✓ Quarterly tax planning
- ✓ Books review & cleanup
- ✓ Payroll & 1099 support
Planning & Advisory
Year-round tax strategy tailored to your goals and cash flow.
- ✓ Tax-efficient investing
- ✓ Retirement & stock options
- ✓ Multi-year scenario planning
- ✓ On-call tax questions
Pricing
Transparent, simple, and all-inclusive tax preparation packages.
Basic Individual Return
W-2 employees with simple returns
- ✓ Federal + State return
- ✓ Up to 2 W-2s
- ✓ e-File included
- ✓ 3-month support
Standard Return
Most taxpayers choose this
- ✓ All Basic features
- ✓ 1099 income
- ✓ Investments (stocks/crypto)
- ✓ Itemized deductions
- ✓ Child tax credits
Business Return
S-Corp, C-Corp, Partnership, Schedule C
- ✓ Federal + State returns
- ✓ Books review
- ✓ Depreciation schedules
- ✓ Estimated tax planning
- ✓ Year-round support
How It Works
A streamlined, digital-first process designed to save you time and reduce stress.
Simple 4-step process
- 1Book a consult
Choose a time that works for you and tell us about your situation.
- 2Upload your documents
Securely upload W-2s, 1099s, statements, and prior returns to our portal.
- 3Review your draft
We walk you through your return, answer questions, and finalize everything.
- 4File & plan ahead
We e-file your return and provide actionable recommendations for next year.
Built for busy professionals
- ✓ 100% remote option available
- ✓ Clear deadlines & expectations
- ✓ Secure messaging inside the portal
- ✓ Support even after your return is filed
FINEX Tax Academy
Hands-on training for aspiring tax pros.
PLAN 2
Duration: 2 weeks
- Individual Taxation
- Business Formation
- ERO Setup
- Tax Software Practice
PLAN 3
Duration: 4 weeks
- Individual Taxation
- Business Formation
- ERO Setup
- CRM Practice
- Tax Software Practice
- Corporate Return
- Partnership Return
- NYS Tax Pro Account
- EA Exam Scheduling
- 3-Month Mentorship
- 6-Month Video Access
FINEX News & Updates
Latest updates, tax changes, and announcements from our team.
2024 Tax Season Now Open
We are accepting new and returning clients for the 2024 filing season with both remote and in-person options available.
Book your slot →New Business Tax Planning Packages
Small businesses and self-employed clients can now enroll in our quarterly planning program to avoid surprises at tax time.
View pricing →Tax Academy Cohort Enrollment
Enrollment is open for the next FINEX Tax Academy cohort. Learn individual and business taxation with hands-on practice.
Learn more →FAQs
Answers to common questions about working with FINEX.