TAX PREPARATION & FILING
Skip the stress. Prepare your taxes with an expert.
Tax time isn’t always a fun time. Let an advisor from Outlook help compile and file tax forms for your household, all while maximizing your returns.
This annual service starts at $1,500.
Relax, your taxes are in good hands
How it works
Tell your advisor about yourself and your financial and tax considerations for the past year. Did you buy or sell startup equity? How about crypto? From there, your advisor and their team will work with you to compile the docs you need, prepare your returns, and ensure your taxes are filed on time or with an extension.
Why you’ll love it
This is our most popular service. Your advisor does the heavy lifting and you save yourself time and stress. Especially when your taxes are extra complicated. Plus, your tax advisor will be pre-vetted to ensure expertise in your specific tax profile, income type, and investments. You can be confident that your return is accurate and gets all relevant deductions.
This service is perfect for...
Pricing & Details
Pricing
Starts at a flat fee of $1,500
Frequency
Annual
What you get
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Tax preparation, including crypto, startup equity, and W2 income
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Help compiling and uploading your docs
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Tax filing
Anyone looking for help preparing and filing taxes
It’s no secret that the U.S. tax code is complex and constantly changing. Working with an advisor with expertise in your financial situation will save you time and stress. And you’ll know your taxes have been done competently, accurately, and on-time. That’s why Tax Preparation is our most popular service.
Anyone with income generated from startup equity or crypto in the past year
Owning startup equity or crypto assets can quickly add complexity to your taxes. Exercising or selling can lead to additional income and new tax liabilities. Working with a tax advisor with specific crypto or equity experience will ensure your questions are answered and your tax return takes advantage of relevant deductions from recent years.
Small business owners
If you’re a small business owner, working with a small-business-focused Tax Advisor ensures that you’ll receive professional help navigating tax law. You’ll save time, avoid penalties, and take advantage of every deduction that you qualify for year after year.