• Yes. Most clients work with us remotely through our secure portal, email communication, and electronic signatures. If you are local and an in-person meeting is needed, we can coordinate by appointment. 

We provide a secure client portal for document uploads. Please avoid sending sensitive documents through regular text messages or unsecured platforms. Once you are ready to move forward, we will provide upload instructions. 

Tax preparation fees are typically paid before we begin filing your return. Pricing may vary depending on complexity, additional forms, multiple states, incomplete records, or special tax analysis. If additional work is required, we will discuss it with you before moving forward. 

We electronically file eligible returns with the IRS and provide confirmation once accepted. We also review your return with you before filing. We do not operate as a “ghost preparer” — all returns are prepared professionally and signed according to IRS requirements 

Our bookkeeping services may include transaction categorization, account reconciliations, financial reports, and periodic reviews, depending on the plan contracted. Cleanup and catch-up services are quoted separately. 

We offer monthly bookkeeping plans and monthly or quarterly review services for businesses that maintain their own books. We also provide separate cleanup or catch-up projects when the books are behind. 

We offer monthly, quarterly, and cleanup services depending on the needs of your business. Frequency depends on transaction volume, reporting needs, and the level of support required.  

This depends on your business, but common documents include bank statements, credit card statements, payroll reports, sales tax reports, prior financial statements, and access to your accounting software if applicable. 

Yes. We can assist with the state registration of an LLC or corporation and the EIN application. Operating agreements, bylaws, minutes, tax elections, licenses, permits, and other documents or additional filings are quoted separately. Everest Tax Pro does not provide legal or immigration advice. 

Yes. We assist eligible clients with new ITIN applications and renewals. Required documentation varies depending on your situation, and approval is determined by the IRS. 

• Yes. We can assist with payroll processing, payroll tax filings, and after-the-fact payroll services depending on your business needs. 

Yes. We assist with sales tax registrations, filings, compliance support, and in certain cases audit support depending on your business activity.