Tax Preparation Services

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

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.

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’ll file your taxes and you can get back to your life.

Tax Preparation Costs

  • Personal Filing

  • Free Discovery Chat

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


    • Prepare and File IRS Form 1040

    • Our Enrolled Agent will prepare your entire tax return from start to finish
    • Includes a free filing of a state return ($50 per additional state)
    • Optional Audit Protection
    • Personal activity and filing status analysis to ensure maximize tax benefits
    • No additional charge to file for an extension
    • Get Started
  • Side Gig & Personal Filing

  • Free Discovery Chat

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

    • Prepare and File IRS Form 1040 w/ Sch C or Sch E

    • Our Enrolled Agent will prepare your entire tax return from start to finish
    • Includes a free filing of a state return ($50 per additional state)
    • Optional Audit Protection
    • Personal and Side Gig activity review to ensure maximum tax benefits
    • No additional charge to file for an extension
    • Get Started
  • Business Filing

  • Free Discovery Chat

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


    • Prepare and File IRS Form 1065, 1120, or 1120S

    • Our Enrolled Agent will prepare your entire tax return from start to finish
    • Includes a free filing of a state return ($50 per additional state)
    • Optional Audit Protection
    • Business activity review to ensure maximum tax benefits
    • No additional charge to file for an extension
    • Get Started
  • Business & Personal Filing

  • Free Discovery Chat

  • File your business and personal return for maximum efficiency


    • Prepare and File IRS Form 1040 and Form 1065, 1120, or 1120S
    • Our Enrolled Agent will prepare your entire tax return from start to finish
    • Includes a free filing of a state return ($50 per additional state)
    • Optional Audit Protection
    • Personal and Business activity review to ensure max tax benefits
    • No additional charge to file for an extension
    • Get Started

*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.

Schedule Tax Prep Services

Frequently Asked Questions

No, there is no fee for an initial meeting.

No, Plentybooks does not hold custody over client assets.

Most people, throughout their lives, accumulate a substantial amount of assets that they own. Upon their death, these assets change title and are passed on to their heirs. Based on current estate tax laws, this transfer of assets is considered a taxable transaction.