Quote first, work second
You get a written fee for the agreed scope before anything starts. If the scope changes, we tell you before doing extra work.
How it works
Four simple steps to get it done
No complicated setup. You talk to a real tax specialist from day one, you get a written quote before any work starts, and you approve everything before it is filed.
The process
From first call to filed return
The same four steps apply to tax returns, Form 5472, bookkeeping and LLC formation.
Book a free call
Tell us about your business, your entity and what's due. We'll tell you exactly what you need and which deadlines apply.
Get your quote
We send a clear written quote based on your scope. No surprises, and no work starts until you agree.
Send your documents
We give you a simple checklist. You share the documents by email or shared folder, and we follow up on anything missing.
We prepare & file
Your return or books are prepared and checked three times. You review and approve, then we file.
What we'll ask for
Your document checklist
After the call we send a checklist made for your situation, so you only gather what is needed. Most requests include a few of these.
- Last year's return, if you filed one.
- Income forms such as W-2s, 1099s and 1099-Ks.
- Bank and credit card statements, or access to your bookkeeping software.
- Company details: formation documents, EIN letter and ownership.
- Major transactions: purchases, loans, and owner contributions or withdrawals.
- Marketplace reports for Amazon, Shopify, Etsy or Walmart sellers.
What you can expect
How we work with every client
Three levels of review
Every return is prepared, checked and reviewed again before it reaches you, so problems are caught before filing.
You approve before we file
You see the finished return or report first. Nothing is filed or submitted until you say so.
A reply within one business day
Questions go to the team working on your file, by email or video call, wherever you are in the world.
Your data stays private
We share information only with the providers we need to do the work, and only as our privacy policy describes.
We track the dates
We put your federal deadlines and extensions on our calendar, and remind you before anything is due.
For CPA & EA firms
A different process for accounting firms
Firms work with us as a white-label preparation team: an intro call and NDA, workflow setup in your software, a first batch to test quality, then ongoing work you review and sign.
1. Intro call & NDAYour return mix, software, review process and deadlines.
2. Workflow setupAccess to your systems, checklists and workpaper format.
3. First returnsA trial batch so you can check quality and turnaround.
4. Ongoing workWe prepare, you review and sign as preparer of record.
Do I need to live in the U.S. to work with you?
No. We work with clients in the U.S. and abroad. Everything is handled by email, video call and shared folders, and we file returns the way the IRS requires for your situation.
Do you charge by the hour?
No. We quote a fee for the agreed scope in writing before work starts, so there are no hourly surprises. If your scope changes, we tell you before any extra work.
How do I share documents with you?
Most clients give us access to their accounting software and share statements by email or a shared folder. We send a checklist so you know exactly what we need.
How long does it take?
It depends on the service, how complete your documents are and the time of year. We give you an expected timeline with your quote and keep you updated if anything changes.
Free consultation
Get your books and taxes in shape
Tell us about your business. We'll reply within one business day with next steps and a custom quote.
Email info@shapeaccounting.com
Hours Monday to Friday, 9am–5pm