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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.

  • Person holding a credit card and working on a laptop with a puzzle game on the screen, surrounded by a glass of water, a plant, a book, and a notebook on a light wooden desk.

    02

    Reserve your capacity.

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

  • Two people shaking hands, one wearing a striped shirt and the other wearing a white shirt, standing against a plain beige wall.

    03

    Receive your next steps.

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

  • A person working at a desk with a laptop, printing documents, and office supplies, including a pen, a notebook, a glass of water, and a potted plant.

    04

    Upload your complete file.

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

  • A person working at a desk with a laptop, documents, notebooks, a cup of coffee, and office supplies.

    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.

  • Filing reports what happened. Planning helps you decide what happens next.

    If you have a tax question or need to evaluate a financial decision, a dedicated consultation gives it the attention it deserves. Tax advice and planning are available separately from return preparation, with support tailored to the complexity of your situation. Explore our advisory services today!

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
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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.

Three people sitting at a desk in a bright, modern office, engaged in a discussion and smiling.

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.

    Your reservation fee is nonrefundable because work begins before return preparation. Fastidious uses the reservation period to review available prior-year information, assess the expected scope of your return, and plan preparation capacity for your selected filing window.

    The fee will be credited toward your final preparation fee.

  • 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’ll receive confirmation of your filing window along with your next steps.

    Before preparation begins, Fastidious will provide:

    • Your document submission deadline

    • Secure client portal access

    • Tax intake and organizer information

    • Instructions for submitting your documents

    • Any additional information needed for your return

    The goal is for you to know what is needed before your preparation window begins.

  • A complete file includes the tax documents and information reasonably necessary to prepare your return based on your circumstances.

    That may include income documents, business or rental records, investment statements, K-1s, deduction and credit information, completed intake questions, and any additional information requested by Fastidious.

    If required information is still outstanding, your file is not considered complete for purposes of the document deadline.

  • 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 preparation window depends on receiving a complete file by the applicable document deadline.

    If required information is not received by that deadline, your return will be moved to the next available preparation window. Fastidious will notify you of the change and provide updated timing.

    This is why we encourage clients to choose the filing window that realistically matches when their documents are expected to arrive.

  • 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.

  • No.

    Your reserved window establishes the period in which Fastidious expects to prepare and review your complete return.

    Actual filing also depends on completion of review, resolution of any open questions, client approval and signatures, payment requirements, and electronic-filing availability.

    You will be kept informed as your return moves through the process.

  • Yes. Fastidious Tax serves individuals as well as business owners and organizations with more complex filing needs.

    If you need a separate business, fiduciary, or nonprofit return, your scope and pricing may differ from the individual preparation options shown on this page.

    Contact Fastidious or select the appropriate tax service so we can determine the right next step.

  • Tax preparation and tax planning are different services.

    Preparation focuses on accurately reporting what has already occurred. Tax planning looks forward and may address estimated taxes, business decisions, entity structure, owner compensation, deductions, or other tax considerations.

    If you need advice outside the preparation of your return, select a Tax Consultation or contact Fastidious to discuss the appropriate service.

  • Choose based on when you expect your complete tax file to be available, not simply the earliest date on the calendar.

    If you are still unsure, contact Fastidious before reserving and we’ll help point you toward the appropriate option.