Tax preparation with a real review process behind it.
From straightforward individual returns to S-Corps, partnerships, rentals, investments, and multi-state filings, ProFiler combines careful preparation, structured accuracy checks, and EA review before e-file. The goal is simple: a return you understand, a process you can follow, and a tax team you can come back to.
Prefer paper or in-person delivery? See mail and drop-off options. New clients can also review pricing ranges first.
Built for the returns that need more attention
Standard returns are welcome too. Our strongest fit is where business activity, rentals, investments, entities, multiple states, or changing life circumstances add moving parts.
Businesses & entities
S-Corps, partnerships, Schedule C activity, K-1s, owner issues, and tax-ready business records.
Rentals & complex individual returns
Rental property, brokerage activity, itemizing, credits, multi-state filings, and paperwork-heavy years.
Long-term tax relationships
For clients who want continuity, questions answered, and a process that gets easier to repeat year after year.
What you get with ProFiler
The value is not a longer list of software features. It is what happens around the return: review, documentation, security, communication, and follow-through.
EA review before filing
An Enrolled Agent review is built into the workflow before the return is e-filed.
Two-layer accuracy checks
Preparation is paired with structured checks and human judgment on key inputs and inconsistencies.
Secure document handling
Use encrypted online submission and a secure document vault with 7-year storage, with drop-off available if you prefer paper.
Support beyond filing day
You have a firm to come back to for follow-up questions, planning needs, and covered tax notices.
What “professional preparation” means here
Tax software can collect numbers. The professional work is understanding what those numbers mean together, recognizing what needs support, asking the missing questions, and making sure the finished return is ready to file.
- Questions before assumptions. If something does not line up, we resolve it before e-file.
- Documentation-minded deductions. We look for legitimate tax savings while keeping support clean.
- Clear price expectations. New clients receive a personalized quote range before preparation begins.
- Continuity. Your prior-year context and records do not disappear when April is over.
How your return moves through ProFiler
A predictable workflow matters just as much as the final return. You should know what happens next and when we need something from you.
Send your documents
Upload securely, use phone photos when appropriate, or choose mail/drop-off.
Get your Start Date
Once your core documents are received, we assign your place in the preparation queue and confirm timing.
Prep + review
We prepare the return, resolve questions, run checks, and complete the EA review before filing.
Approve + e-file
You review and sign electronically. We e-file after approval and send confirmation.
More than preparation and e-file
The relationship continues when a question, notice, or planning decision comes up after the return is finished.
ProShield™ notice & audit support
For covered returns, ProShield provides in-house correspondence and audit assistance if the IRS or state contacts you.
Year-round continuity
Questions do not always happen during filing season. We remain available for tax questions and planning as business or life changes.
That continuity is especially useful when estimated taxes, withholding, entity decisions, or a major transaction changes the picture.
Ready for the next step?
New to ProFiler? Start with a quote. Already a client? Send your documents and we’ll get your return into the workflow.