Personal tax preparation
Know which returns, income sources and records to discuss with a preparer.
Read the guidePersonal taxWhat do you need
tax help with?
Tell us what’s going on and which state is involved. Someone on the FSI team will review your request and follow up.
Show the services you offer, the people you work with and the states you serve. Join early access to the FSI marketplace.
Run a tax firm? See how FSI works for firms
Tax help starts with your state.
Practical guidance for where you live and work.
Tax guides for the work ahead.
Understand the work before choosing the help.
Business tax preparation
Connect the company return, business records and each owner’s filing.
Read the guideBusiness taxUnderstand an IRS notice
Start with the letter, the requested action and the response deadline.
Read the guideIRS noticesA clear path to getting help.
Tell us what you need
A short description and your state are enough to start.
We review your request
Someone on the FSI team looks at the work and follows up.
Choose your next step
An introduction starts a conversation. You decide who to engage.
Your firm does more than a listing can say.
Show the work you take on, the clients you serve and where you work. Join the firm waitlist and we’ll follow up about early access.
Lakeshore Sample Tax is a fictional example, not a practice available for tax work.
