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Tax Filing Services - Overview

About Our Tax Filing Services

We're pleased to provide our clients with a streamlined tax preparation service through our trusted partner TaxFyle.

The tax filing professionals at Taxfyle are licensed CPAs or EAs, based in the US, who are experienced in handling a wide range of tax filing needs. Learn more here.

Your Advisor membership includes one individual tax return per household (single, head of household, or married filing jointly). Additional services, such as additional individual filings for those who are married but filing separately, tax amendments, tax consultations and business tax filings for LLC and S-Corps, can be completed at an additional cost.

⭐ Click Here to Go To Our Tax Portal ⭐


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How Does the Tax Filing Service Work?

TaxFyle is a real-time tax filing software application that connects you digitally to a tax professional to make filing taxes easy and efficient. 

How to get started:

  1. First Step: 

    1. Starting on January 26, 202, you can access our tax portal here

    2. Select "sign-up" or "sign-in" on the next screen to create your account on our tax portal. If you used our tax filing services last year, then your account is still active and you can just sign-in. Use the forgot username/password option if you need to recover your credentials.

  2. Make a selection: Once you're logged in, you'll see an option to add a "job." A Job is simply a request for tax assistance. Select whether you need to file taxes (tax filing) or whether you are looking for Tax Advisory services (at an additional cost).



  3. Answer Questions: You'll be guided through a questionnaire asking about your specific circumstances. You'll also be asked to upload your prior year return, your identification, and a copy of your W-2(s).
    You will need to complete these questions before your return can be worked on.

  4. Tax Pro Assignment: Once you are done answering these questions, the TaxFyle team will review your documents and will assign you to a tax professional whose expertise matches your needs. 
  5. Upload Your Documents: You can begin uploading your tax documents into the tax portal right away, even before you are assigned to a tax pro.

    Once your documents are uploaded, and your Tax Pro is assigned, your Tax Pro will take over and begin working on your tax return. The standard turnaround for completion is 7-10 business days once all documents have been uploaded.

    Screenshot 2025-01-16 at 10.54.54 AM
  6. Ask Questions, Get Answers: You will be able to chat directly with your Tax Pro within the tax portal, and they will reach out to you as well as they have questions or if additional documents are needed to complete your return.
  7. Review and Approve: Once your Tax Pro has completed your return, you will be notified to review and sign it. Make sure to download the completed return for your records.
  8. All Done: That’s it! Your Tax Pro will take care of filing your Federal and State return so you can receive your refund.  If you owe money, they will provide instructions on how to pay your tax bill.

What's New This Year?

  • Improved technology: We’ve improved the document collection process and initial questionnaire to provide a smoother, more intuitive experience from start to finish. 
  • Introducing Tax Filing Relationship Managers! Your Relationship Manager will act as a dedicated bridge between you and your tax professional, proactively coordinating each step - from document collection to draft review - to ensure your tax return stays on track and is handled smoothly and efficiently.


2025 Tax Filing Dates & Deadlines

* We will not be able to make exceptions to these deadlines*
  • January 26 - IRS begins accepting tax returns.
  • March 16 - Deadline for S corporation and partnerships filing. You must be signed up for tax filing services and have initiated a business return request by this date.
  • April 1 - Deadline to file Individual Returns, or request an extension. You must be signed up for tax filing services and have initiated a return request by this date.
  • April 7 - Deadline to have your taxes filed, or you will have an automatic extension filed for you.
  • April 15 - Individual Tax filing deadline (unless extension has been filed).
  • September 15 - Extended filing deadline for S corporations and partnerships.
  • October 15 - Extended filing deadline for individual income tax returns if an extension was filed


What does it cost to add additional services?

  • Additional Individual Returns: For households filing more than one individual return - such as households that are married and filing separately - additional returns can be filed through our tax filing services for a cost of $450.  
    • We only handle returns for current clients of Advisor Wealth Management.
    • We will invoice you directly for the additional return once you have approved the return and it has been filed.
  • Business Return Filings: Business returns start at $1400, and pricing can increase based on complexity. Learn more here
  • Tax Consultations: Meet one-on-one with a licensed CPA or EA over a video call, where a Tax Professional will guide you through any questions or concerns about your tax situation. A 30 minute call is $50, and an hour call is $110. Learn more here
    • We will invoice you directly for the consultation once it is complete.

Individual Tax Filing Information

This is a great service for people who:

  • Are looking for simple or complex tax filing services

  • Rent or own a home, or own rental property

  • Receive income from a business (K-1)

  • Have different investments (stocks/crypto)

  • Have diverse income source (1099) or are a freelancer, sole proprietor, independent contractor

  • Need estimated tax payments calculated

For households filing more than one individual return, additional returns can be filed through our tax filing services for a cost of $450.

Please reach out to help@advisor.com if you need to file more than one individual return for your household.

What Other Tax Services Are Available?

Business return filings

For an additional cost, you can also have the same Tax Pro complete both your individual and business return.

This is perfect for people who:

  • Run a S-corporation or LLC that is not a sole proprietorship.

  • If you need to file IRS tax forms 1065, 1120S and/or 1120 (used to report income, expenses, and distributions of different types of entities)

  • Have multiple rental properties

  • Need business activity review to ensure maximum tax benefits

  • Need year-end write-up services

▶️ Learn More

Tax Consultations

If you would like to dive deeper into your tax concerns and receive comprehensive answers from a tax professional, an online tax consultation is a straightforward and convenient solution.

▶️ Learn More