Client Portal

Our Tax Preparation Services

You’ve got enough on your hands with running your busy life and/or business. We can take care of your taxes, from prepping to submission — just answer some questions, upload any relevant tax docs and we will prepare your tax returns! Then all you’ll have to do is review and sign the return and we will submit your taxes, so you can go back to doing what you love to do!

Tax Preparation

When you choose us to do your taxes, tax preparation will be so much less time consuming and much less stressful. We will help you get every deduction you deserve, and it’ll be your smoothest tax season yet — all done for you, in one place.

  • Individual tax returns
  • Business tax returns
  • Self Employed tax returns
  • Non-Profit tax returns
  • Back-year tax returns
  • Amended tax returns

How Our Tax Prep Works

1
Get your docs & books in shape

Before filing, gather your tax docs and if you own a business, get your books up to date.

Behind on your books? Good news! We offer Catch-up Bookkeeping to get your books up to date for you.

Learn more about our Catch-Up Bookkeeping

2
Leave the tax prep to us

When setting up your account, we’ll have you answer some questions and request a few documents to ensure we have everything we need. At tax time, we’ll contact you for a few more details, and we will get to work on your return.

3
Forget about filing stress

Once your return is good to go, we’ll reach out to you to review your return, sign, and give us the “all clear”. Then, we will file your taxes and you can get back to your life.

What You Get With Plentybooks

Every detail, handled by us

Plentybooks gives you an all-in-one filing solution.
Prep? Deductions? Filing? No sweat—we keep everything organized for you, every step of the way.

An all star tax team

Our tax experts are trained to know your business, and to get you through tax season on time and unscathed.

Your best return ever

An all star team means an all-time-great tax return. With your books in order and your expert in-the-know, you’ll get every deduction you deserve.

Upload your documents with ease

Our client portal makes it easy to upload your tax documents and retrieve your tax returns. You can even use our client portal phone app to take a picture of your tax docs and upload them within seconds.

Online Chat Feature

Reach out to us whenever needed through our online chat feature located within your client portal. We are there to answer any questions you may have, just as if it were in person!

Security & Data Protection

At Plentybooks, along with our website and client portal, all information is encrypted at rest and in transit. The security of your personal data is our absolute priority. We maintain the highest standards in data security.

Included with every 1040 Return

$1 Million Tax Audit Defense™

With Protection Plus, you have an entire tax audit defense department you can rely on. If you receive a tax notice, audit, or inquiry, we provide up to $1,000,000 in services to reach a resolution. That includes a Professional Case Assessment, a professionally prepared response to the taxing authority, and representation before the IRS or State.

Identity Theft Restoration

If you fall victim to a tax or non-tax identity theft incident, we assist in restoring your identity as quickly as possible. We help with issues including, unauthorized access to bank accounts, tax fraud, and more.

Tax Preparation Costs

  • Personal </br>Filing
  • </br>Starting at $375

  • Best for W-2 filer, renter or homeowner, maximize deductions & credits

    • Prepare your entire tax return from start to finish
    • File IRS Form 1040

    • Includes a free filing of a state return ($50 per additional state)
    • Form 1040 - $1 Million Tax Audit ProtectionPlus
    • Personal activity analysis to ensure maximum tax benefits
    • No additional charge to file for an extension
  • Side Biz or Rental & </br> Personal Filing
  • </br>Starting at $675

  • Best for self-employed, rental income, freelancers, business gigs and contractors

    • Prepare your entire tax return from start to finish
    • File IRS Form 1040
      w/ Sch C or Sch E
    • Includes a free filing of a state return ($50 per additional state)
    • Form 1040 - $1 Million Tax Audit ProtectionPlus
    • Personal and Side Gig activity review to ensure maximum tax benefits
    • No additional charge to file for an extension
  • Business</br>Filing
  • </br>Starting at $925

  • Best for multimember LLCs, Partnerships, C-corps, S-corps, trusts and estates, and non-profits

    • Prepare your entire tax return from start to finish
    • File IRS Form Sch. C, 1065, 1120, or 1120S
    • Includes a free filing of a state return ($50 per additional state)
    • Form 1040 - $1 Million Tax Audit ProtectionPlus
    • Business activity review to ensure maximum tax benefits
    • No additional charge to file for an extension
  • Business & Personal Filing
  • </br>Starting at $1,200

  • File your business and personal return for maximum efficiency

    • Prepare your entire tax return from start to finish
    • File IRS Form 1040 and Form 1065, 1120, or 1120S
    • Includes a free filing of a state return ($50 per additional state)
    • Form 1040 - $1 Million Tax Audit ProtectionPlus
    • Personal and Business activity review to ensure maximum tax benefits
    • No additional charge to file for an extension

*Disclaimer: Additional forms and schedules may be required based on investment and business activity, which entails additional costs. If the complexity of your individual/business situation is beyond the scope of the package, additional costs may apply.

**Extension included at no additional charge when your taxes are filed through Plentybooks. If filed elsewhere, a $35 extension fee will be billed.

or Schedule a Tax Prep Discovery Call

testimonials

  • Taxes are never a fun thing for me. Working with Plentybooks, they made it quick, easy, & manageable! Definitely going to be using them again next tax season. Communication was quick & clear on what I needed to upload to them. It is reassuring that I can have someone so knowledgeable on this foreign language to me! I highly recommend using them for all your tax & financial needs!

    Kyla J.

Frequently Asked Questions

No, there is no fee for an initial meeting.

Opening up a case with our case department is simple. If you receive a notice or suspect that you are a victim of identity theft, we’ll connect you with a case resolution specialist who will guide you through the entire process.

Step 1) You receive a notice from the IRS or suspect that you are a victim of identity theft

Step 2) Notify PlentyBooks and upload any notices from the IRS to get started.

Step 3) We Handle the Rest.