Find our 2026 Tax Planning Guide Here

A BETTER TAX EXPERIENCE

Why Fastidious Tax?

Tax preparation should feel handled.

A completed tax return is only part of the experience.

Fastidious Tax is built around preparation, communication, and attention to detail long before your return reaches the filing stage.

That means clear expectations. Defined document deadlines. Secure collection. Thoughtful review. And a filing process designed around realistic capacity instead of last-minute volume.

The goal is simple: fewer surprises, fewer unanswered questions, and more confidence that the details received the attention they deserved.

  • You know what we need and when we need it before your filing window arrives.

  • You receive clear next steps and status updates throughout the preparation process.

  • Your return receives thoughtful preparation and review before it is ready to file.

Meticulous about the work. Easy to work with.

FASTIDIOUS TAX

A more organized
tax season starts
before filing day.

Thoughtful tax preparation with clear deadlines, secure document collection, reserved filing capacity, and a process designed to keep you informed from beginning to end.

You should know what is needed, what happens next, and when to expect it.

Reserve Your Filing Date

YOUR FILING PLAN

How Filing Reservations Work

Fastidious Tax uses reserved filing capacity rather than accepting an unlimited number of returns and determining timing later.

Choose the filing window that fits when you realistically expect to have your documents ready. Your reservation protects capacity within that part of the filing season and gives you defined deadlines before preparation begins.

IMPORTANT NOTE

The time displayed during the reservation process is an administrative capacity marker only. You are not scheduling a meeting.

  • Choose your filing window.

    01

    Choose your filing window.

    Review VIP Early Filing, Priority, Standard, and Extended filing options based on your document timing and preferred filing period.

  • 02

    Reserve your capacity.

    Select an available reservation and pay the filing-date reservation fee for your chosen window.

  • 03

    Receive your next steps.

    You’ll receive confirmation, document deadlines, portal instructions, and information about what happens next.

  • 04

    Upload your complete file.

    Submit your tax documents securely through the Fastidious client portal by the deadline associated with your filing window.

  • 05

    Preparation, review + filing.

    Once your file is complete, Fastidious prepares and reviews your return and communicates with you regarding questions, approvals, signatures, payment information, and filing.

Reserve Your Filing Date

PREPARATION PRICING

Tax Preparation Pricing

Clear starting prices. Scope determines the rest.

Tax preparation is priced according to the work required for your return.

Filing-date reservation fees are separate from preparation pricing and reserve capacity within your selected filing window.

  • Form 1040

    From $375

    Individual federal income tax return preparation.

    Final pricing depends on the forms, schedules, states, and complexity involved in your return.

  • Form 1040 + One Schedule C or Schedule E

    From $475

    Designed for an individual return that also includes one sole-proprietor business or rental-property schedule.

  • Form 1040 + Two Business or Rental Schedules

    From $575

    For individual returns requiring preparation of two Schedule C and/or Schedule E activities.

  • From $50

    Have a tax question that requires advice rather than return preparation?

    A separate tax consultation may be appropriate when you need help evaluating a situation before deciding on your next step.

PRICING NOTE

Starting prices are provided for planning purposes. Final preparation fees depend on the actual scope and complexity of the return, including additional forms, schedules, states, investment activity, credits, business interests, rental activity, and other tax matters.

Your filing-date reservation secures capacity. It does not establish the final tax-preparation fee.

Reserve a Filing Date

BEFORE YOU CHOOSE VIP

Is Early Filing Right for You?

The earliest filing date is only useful if your return is actually ready.

VIP Early Filing is intentionally limited to clients who can reasonably expect to have a complete file early.

Many tax documents are not available at the beginning of filing season. Filing before all required information has arrived can create more work later — including corrected returns, amendments, delayed processing, or unnecessary uncertainty.

VIP MAY BE A GOOD FIT IF:

  • You primarily receive W-2 income.

  • Your dependent information is already known.

  • Your standard tax documents generally arrive on time.

  • You are not waiting for partnership or S corporation K-1s.

  • You do not expect complex brokerage reporting.

  • You can meet the Fastidious VIP document deadline.

CHOOSE A LATER WINDOW IF:

  • You expect a partnership or S corporation K-1.

  • You receive consolidated brokerage statements.

  • You regularly receive corrected investment tax forms.

  • You expect composite or other late-issued tax documents.

  • A third party historically provides information later in filing season.

  • You already know your tax file will not be complete by the VIP deadline.

There is no advantage to reserving the earliest window if your documents will not support it.

Choosing the right filing window from the beginning creates a smoother process for everyone.

View Filing Options

Questions before you reserve?

  • No. The filing-date reservation fee reserves capacity within your selected filing window. Tax preparation is priced separately based on the scope and complexity of your return.

    Individual return preparation currently starts at $375.

  • No.

    The time displayed in the reservation system is an administrative capacity marker used to manage filing availability. It does not represent a phone, video, or in-person meeting.

    If a consultation is needed, it will be scheduled separately.

  • You will receive confirmation of your filing window along with next-step instructions.

    Before preparation begins, Fastidious will provide information regarding document collection, applicable deadlines, secure portal access, and anything else required for your return.

  • Tax documents are collected securely through the Fastidious client portal.

    Please do not send sensitive tax documents through social media, text message, or ordinary email attachments unless Fastidious specifically instructs you otherwise.

  • Your reserved filing window depends on receiving a complete file by the applicable document deadline.

    If information required to prepare your return arrives after that deadline, your return may move to the next available filing window.

    That is one reason we encourage clients to choose their filing window based on realistic document timing.

  • Contact Fastidious as soon as you know.

    When availability permits, your reservation may be moved to a later filing window according to the reservation and rescheduling policy.