Compliance-first tax filing with education & clarity built in
Accurate, deliberate tax preparation that minimizes back-and-forth. Strategy is identified clearly and offered separately, with no surprise fees.
Start Filing NowUnsure where to start? We offer a Free Tax Strategy Lookback (Loom Video) to new clients.
Trusted by business owners and freelancers nationwide
“In my 40 years of business I have never had a more hassle-free tax experience. Andrew is extremely knowledgeable, professional and personable. He took a stressful process and made it very doable.”
“Andrew helped us organize our books and our taxes. His calm and patient demeanor made me feel comfortable.”
What you get when you file with Everwise
Premium tax preparation with proactive strategy and built-in audit support. No hidden add-ons. No hourly surprises.
Loom Video Lookback
- Review last year’s return via Loom video before we start.
- Identify inefficiencies and risk areas immediately.
- Confirm if your current entity setup still makes sense.
- Receive a clear, flat-fee proposal based on your needs.
Compliance-First Filing
- We prepare the “Gatekeeping Organizer” for you.
- Upload documents once (File Dump) without sorting.
- Comprehensive review to maximize every legal deduction.
- You certify accuracy to ensure total compliance.
Audit & Strategy Support
- Built-in audit support so you are never alone if the IRS calls.
- Identity theft restoration services included.
- Bonus Loom Video: Reviews your return and identifies if there are planning opportunities we can help with.
- Optional free planning call if strategy is needed.
Our deliberate 9-step client process
We believe in structure. Every client follows this exact workflow to ensure nothing is missed.
Discovery & Proposal
- Step 1: Lookback Video. We review your prior return and send a video analysis.
- Step 2: Gatekeeping. You answer basic questions; we build your custom proposal.
- Step 3: File Dump. You upload W-2s, 1099s, and docs in one batch.
Preparation (Done for You)
- Step 4: Org Prep. We pre-fill your organizers to save you time.
- Step 5: Compliance. We prepare the return using professional software.
- Step 6: Questions. We consolidate all questions into one clear list (no scattered emails).
Finalization & Strategy
- Step 7: Draft Review. You approve the numbers before we file.
- Step 8: Filing. Electronic filing and signature collection.
- Step 9: Bonus Loom. We review your finalized return and highlight if future planning is needed.
Questions? Request a short call any time during the process.
Not sure if you’ve outgrown DIY tax software?
If you’re worried your taxes are getting too complex to handle alone, it’s time to bring in an expert. This service is built for:
- Single-member LLC or S-Corp owners juggling W-2 and 1099 income.
- Freelancers and consultants with growing income who need a tax strategy that scales.
- Therapists, creatives and service business owners who don’t want to become tax experts.
- Rental property owners seeking fewer surprises and clean records.
If you’ve ever thought, “I’m leaving money on the table,” but don’t have time to be a tax expert, this is for you.
Start Filing Now
When it’s time to move beyond DIY tax software
Here’s how Everwise compares when your taxes are more complex than a simple W-2.
| DIY tax software | Everwise Tax & Finance | |
|---|---|---|
| Who prepares your return | You | Experienced tax professional |
| Handles complexity | Generic prompts and limited guidance | Detailed review & Gatekeeping Organizer |
| Audit & notice support | Often an upsell | Protection Plus included |
| Strategy & advice | After-the-fact tips | Loom Video Lookback & Bonus Review |
| Pricing & time cost | Low sticker price, high time cost | Flat-fee proposal & time saved |
Common questions
What are the free entry options?
Clients can start with a Free Tax Strategy Lookback (Loom Video), a Free Consultation Call, or Free LLC Creation (when appropriate). No matter how you start, we follow the same core compliance process.
Will I know my fee before you start?
Yes. After our initial Lookback and proposal, you receive a written flat-fee quote based on your situation. No hourly surprises.
How does the “Loom Video Lookback” work?
Before any preparation begins, we review your prior-year tax return. We record a short video highlighting risks, inefficiencies, or missed strategies, so you know exactly what we see.
Can I work with Everwise if I have both W-2 and 1099 income?
Yes. Many clients have a mix of employment and freelance income. Your return and strategy videos will cover both sides.
What happens if the IRS sends a notice later?
Your return includes Protection Plus audit support, covering many IRS and state notices plus guidance for identity theft cases.
Reserve your 2025 filing spot now
We accept a limited number of new clients each season. Start filing today to secure priority turnaround, a flat-fee quote and proactive tax strategy.
Get Started (5-Minute Intake)