A few questions
you may have.

Tell us a little about what you need—we’ll help you work out whether SevenX is a good fit. We prepare individual returns with no minimum income requirement, as well as returns for sole proprietors, LLCs, partnerships, S corporations and C corporations. LLC returns depend on how the business is taxed.

Living abroad? We can discuss your U.S. tax filing needs. Foreign-country returns need an appropriate local professional. Explore our services.

Yes. You don’t need to live nearby to get in touch. We’ll confirm the state returns and any international matters involved before accepting the work. Virtual appointments by arrangement.

Yes—you can get in touch even if someone else prepared your last return. We’ll ask about your situation and the records we need, which may include prior returns. Let us know if any work is still in progress or a deadline is approaching.

We begin only after confirming we can help and agreeing to the work in writing. Sending an inquiry does not create a client relationship or confirm that a deadline can be met. See how to get started.

That’s okay—you can start by telling us what you have and what’s missing. Our downloadable checklists can help you get organized. We’ll explain what we need before the work can move forward.

If your business records need cleanup, we can help identify the gaps. Cleanup work is agreed separately or coordinated with a bookkeeper.

Your fee depends on the returns and support you need, how involved the work is, and the condition of your records. We’ll explain the fee and what it covers before we start. If extra work comes up, we’ll discuss it with you before going ahead.

Your written agreement sets out the returns, services and support included. Tax preparation focuses on preparing the returns we’ve agreed to handle; planning helps you think ahead about decisions that may affect your taxes. You can ask about either or both.

Individual planning generally focuses on households earning $300,000 or more; that is not a minimum for tax preparation. If a written SevenX Decision Brief is included, your proposal will say so. Learn about tax planning.

We’ll discuss a realistic timeline once we understand your needs and the records available. Missing information or a more involved return can affect timing, so tell us about any deadline when you first contact us. We’ll check availability before confirming what we can take on.

Yes. You’ll have the opportunity to review your return and ask questions before authorizing filing. We’ll explain anything we still need from you and the next steps. If something doesn’t look right, please tell us before you approve it.

Contact us first for the document-sharing instructions for your work. Please don’t attach tax returns, Social Security numbers or bank details to a general email or contact-form message. There is no active portal login on this website yet. Get help sharing documents.

You don’t have to figure everything out before reaching out. If you’re unsure what to gather, want to check on your work or have a question about next steps, email support@sevenxtax.com or call (571) 278-2773. Keep your message general and leave out sensitive tax information.

We’ll agree on how to stay in touch during your engagement. Let’s talk.