You’ve got
enough to do.
Let’s handle
your taxes.
Help with your personal and business returns, with time to answer your questions.
Virtual appointments
by arrangement.
A simple way
forward.
1
Tell us what you need
Share a few details about your situation.
2
Gather your records
We’ll let you know what to bring or share.
3
Review together
We go through everything and answer your questions.
SERVICES
How can we help?
From everyday tax needs to long-term planning, we’re here to help you move forward with confidence.
Individual tax preparation
Help with your personal return, from wages and family changes to side work and rental income.
Business tax preparation
Prepare your business return and understand how it connects to the owners’ tax reporting.
Business advisory
Talk through cash flow, pricing, hiring and the decisions on your mind.
Individual tax advisory
Plan ahead when your income gets more complex. Focused on households generally earning $300,000 or more.
U.S. taxpayers abroad
Work through your U.S. return while living abroad, with help organizing overseas income and records.
WHY SEVENX
Clear answers.
Personal attention.
SevenX combines practical tax preparation experience with support from an Enrolled Agent credentialed by the IRS. Bring your questions. We’ll take time to explain the work and what it means for you.
Room for your questions. You don’t need to know the tax terminology to start a conversation.
Know what to expect. We agree on the work, what we need from you and the fee before we begin.
GETTING STARTED
Support that feels straightforward.
01
Simple process
A clear, step-by-step approach from start to finish.
02
Direct communication
Get your questions answered by a real person.
03
Support for what’s next
Tax help today, with guidance for tomorrow.
Getting organized? Explore the checklists and guides.
$50
Good advice is worth sharing.
Know someone who needs help with their taxes? Send them our way and receive a $50 cash referral reward when they complete their tax preparation with SevenX.
One reward per new client, paid after their preparation fee is paid in full. Ask them to mention your name when getting started.
Let’s make the next step clear.
Tell us what you need help with. We’ll explain how we can help, what happens next and the fee before any work begins.