Tax Preparation
Why ProFiler Consulting — the whole picture
Real-world, EA-led tax pros with enterprise-grade accuracy checks and privacy-first handling. We keep more of what you earn in your business and family—not in government overpayments. New clients receive a quote range before prep begins.
- EA-led review
- Privacy-first
- Quote range upfront
- Year-round support
Business owners, growing families, and anyone who wants it done right—without call-center loops.
Upload PDFs or phone photos. We’ll ask follow-ups only when needed.
Start Date is assigned once we receive your documents—and you’re notified right away. This lets you know your place in line in our prep queue.
How we compare
The difference isn’t just software vs. people—it’s licensed review, proactive planning, and support after filing.
Licensed expertise
EA-led review by federally licensed experts.
Experience varies by location and season.
No licensed review.
Accuracy & review process
Human judgment + structured checks; senior review included.
Templates and limited checks.
Software rules; edge cases on you.
Security & retention
Encrypted document vault with 7-year storage.
Standard retention policies.
You store and manage your own files.
After-filing help
Clear guidance if something comes up—no call-center loops.
May be limited or require extra fees.
You handle notices and follow-ups alone.
Relationship & support
Same firm year after year; proactive when life changes.
Often a new person each season; reactive.
You make every decision alone.
Upfront price clarity
Quote range provided before prep begins for new clients.
Pricing can vary by add-ons and location.
Software cost is clear; time/risk is on you.
What’s included with ProFiler
- Senior review on every return
- Enterprise-grade accuracy checks
- Secure document vault with 7-year storage
- Year-round quick answers
- Mid-year tax-savings review
- Privacy-first handling
- ProShield™ Audit & Correspondence Protection
How we work
- 1. Kickoff: send docs online (phone photos OK) or drop off
- 2. Once we receive your documents, we assign your Start Date and notify you (so you know your place in line)
- 3. We prep and walk you through options—questions answered, EA review completed
- 4. You sign electronically; we e-file and send confirmation
During busy season, faster replies to questions helps keep your return moving.
Ready to get started?
Start online in minutes, or see mail/drop-off options if you prefer.