Instant Quote - How It Works

All our engagements are covered by our "100% Satisfaction Guaranteed or your Money back" policy.

You can review the information on this page that explains further how we work, or you can skip that explanation and go straight to the questionnaire that will provide you with an instant quote by clicking here:



Thank you for your interest in Tax Planner CPA. On the next page, you will find a form with questions about your tax status. Please answer to the best of your ability so we can provide you with an instant quote.

Our online services are secure and easy for clients living either in the U.S. or abroad. We have designed our system to manage every step of the process so that you can submit questions, check project status, or upload your information wherever you are, and whenever it's convenient for you. Feel free to call us at anytime if you prefer to speak with us directly.

Here's a quick outline of how we work, so you know what to expect at each step of the way:

Tax Planner CPA Process: 10 Easy Steps
  1. Complete our questionnaire. No personal information is required!
  2. Review and accept our quote.
  3. Review and accept our terms of service.
  4. Submit payment of 50% of the fee via PayPal, check, or credit card.
  5. Answer questions related to your specific tax situation.
  6. Upload necessary tax return documents (W2s, 1099s, etc) to our secure server. If you prefer, you can fax or mail them.
  7. A United States Certified Public Accountant will analyze your tax situation (requesting further information if needed) and prepare the return. We will arrange for a telephone conversation if needed, or you may call us at any point during this process.
  8. A second CPA will perform a second review the work and submit it for your review.
  9. You approve the return.
  10. We file your tax return and charge the remaining 50% of the fee to your PayPal account or alternative payment method.
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Frequently Asked Questions

These are some of our most common Instant Quote-related questions.

Will the online questionnaire address all of my tax related questions?
No, our online questionnaire is just a tool to help us gather the basic information needed to get started. Questions specific to your tax situation will be addressed during the engagement.

How long is the engagement?
Standard tax return processing is 16 business days from the date of the engagement approval. It may be longer or shorter depending on your specific tax situation.

What if I get audited?
We keep your files for 3 years and represent you free of charge in the event of an IRS letter audit.

I live overseas. When is the best time to contact you?
Skype us or request a call back - we will accommodate the time difference.

How do I check the status of my project?
Refer to the online portal at any time to find out the status of your project. We may spend additional time on your tax return than originally estimated if we identify an area that will have an impact on your tax liability.

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