Sourced. - Tax Preparation

Sourced. provides professional tax preparation services for individuals and
businesses that want their tax returns prepared accurately, filed on time, and handled in an organized and secure environment.
 

We prepare individual and business tax returns, including S Corporations, Partnerships, and multi-state filings. Our team works closely with our accounting and advisory professionals to ensure tax returns are prepared using accurate financial information and that clients are aware of any planning opportunities for future years.

Our clients use a secure online portal for document exchange, communication, and electronic signatures. This allows clients to upload documents, receive updates, review their return, and track the status of their tax preparation in one secure place. No lost documents, no guessing on status, and no sensitive information sent through email. Our goal is to make the tax preparation process smooth, organized, and stress-free for our clients.

Tax preparation fees are based on the complexity of the return, the number of forms required, the number of states filed, and the level of support needed. Most tax returns range between approximately $750 and $1,800, but fees may be higher for more complex returns, multiple entities, or multi-state filings.  We believe in clear, upfront pricing whenever possible so clients understand the scope and cost before work begins.

Accuracy matters when it comes to tax preparation. Our tax returns are prepared by experienced tax professionals, including Certified Public Accountants (CPAs) and Enrolled Agents (EAs), and reviewed through a structured process to ensure accuracy and completeness. Because our tax team works closely with our accounting team, we can prepare returns using clean, organized financials, which helps reduce errors and prevent issues later.

Sourced. is an award-winning firm known for quality, responsiveness, and long-term client relationships. We take pride in preparing accurate returns, meeting deadlines, and keeping our clients informed throughout the process.

We believe tax preparation should feel organized, predictable, and well -communicated, not rushed and last-minute. Our secure online portal allows clients to upload documents, communicate with our team, sign documents electronically, and check the status of their return at any time. This keeps the process organized and ensures sensitive information is shared securely.
 

All Sourced. clients are supported by an account manager who oversees the relationship, communication, deadlines, and overall client experience. Their role is to make sure the process runs smoothly and that clients feel supported from start to finish. If a client also uses Sourced. for accounting, bookkeeping, HR, recruiting, or other services, they keep the same account manager to ensure
continuity and a consistent point of contact across all services.
 

Our goal is to make tax season as smooth and stress-free as possible while making sure clients always know what is happening and what to expect next.

Sourced. is backed by TrustDALE's $25,000 Make it Right Guarantee