Tax preparation
Via TaxAnchor — CP&A's intake portalUpload your documents securely to TaxAnchor and our pricing engine builds your estimate from what you actually have. You receive one upfront total — no line-by-line breakdown — and you approve the final fee before anything is prepared or filed.
How pricing works
- Every return starts from a simple federal return as the base
- Your total reflects the forms your return actually needs — extra W-2s, 1099s, K-1s, investment sales, rentals, and self-employment
- State and multi-state returns are factored into the same single total
- Prior-year returns, bookkeeping cleanup, and foreign income are priced on review
- Submit through TaxAnchor to get your number — it's quoted before you commit to anything
Turnaround & terms
- Standard turnaround: 5 days
- Expedited: 2 days for a flat rush fee, included in your estimate total
- Paper file / printed copy available on request
- Documents encrypted in transit and at rest; retained 7 years per policy, then securely deleted
- No return is prepared or filed until you approve the engagement terms and final fee
Don't want to upload documents yet? Build your own estimate
If you'd rather not upload your tax documents, you can still get a price. Select the document types and situations that apply to you and set the quantities — your estimated total updates as you go. Nothing is uploaded and nothing is sent; the estimate is yours to take into intake when you're ready.
Income
Deductions & credits
Investments & business
Life situations & items priced on review
Options
This figure is an estimate based on your selections. Your final price is confirmed after review at intake — and no documents are uploaded in this tool.
Start your intakeYour estimate carries into intake, where CP&A confirms the final price before any work begins.