Serving Clients Nationwide | Baton Rouge, LA | Virtual Filing Available

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Tax Filing Needs

We’ve Got Your Tax Needs Covered

Tax Preparation Client Checklist has been provided to fully assist you.

Personal Information

  • Valid photo identification (Driver’s License, State ID, or Passport)
  • Social Security cards (or ITINs) for yourself, spouse, and dependents
  • Birthdates for all individuals on the return
  • Bank account and routing numbers (for direct deposit of refund)

Other Important Documents

  • Prior year’s tax return (if available)
  • Health insurance information (Form 1095-A, 1095-B, or 1095-C)
  • Any IRS or state tax correspondence received

Income Documents

  • W-2 forms from all employers
  • 1099 forms (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, 1099-R, etc.)
  • Unemployment income (Form 1099-G)
  • Social Security benefits statement (SSA-1099)
  • Rental income records
  • Business or self-employment income and expenses
  • Investment or retirement income statements

Deductions & Credits

  • Mortgage interest statement (Form 1098)
  • Property tax statements
  • Childcare expenses (with provider’s name, address, and EIN/SSN)
  • Education expenses (Form 1098-T, student loan interest Form 1098-E)
  • Charitable donation receipts
  • Medical expenses (if applicable)
  • Records of retirement contributions (IRA, 401k, etc.)
Tax Needs

Tailored Solutions for Your Tax Needs

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Packages

Software Packages Section

At Infinite Precision Tax Advisory LLC, we offer a variety of software packages designed to meet the unique needs of every tax professional and business owner. Whether you’re just starting out or expanding your tax business, our packages provide the tools, features, and support you need to operate efficiently and confidently throughout tax season.

Beginners Precision
$315
  • Ideal for beginners or side hustlers—our 50/50 split means you earn equal profit while we supply everything you need to thrive: training, tools, and dedicated support.
Purchase here $315
Intermediate Precision
$415
  • Step into your next level of success with our 60/40 revenue split—you keep 60% of the profit while we manage the behind-the-scenes work. Perfect for driven tax preparers who want more freedom, continuous mentorship, and full back-office support—without the burden of going it alone.
Purchase here $415
MOST POPULAR PLAN
Advanced Precision
$515
  • Created for driven tax professionals, our 70/30 split lets you keep 70% of your earnings while still gaining the advantages of our proven systems and dedicated support.
Purchase here $515
or contact sales
IP Starter ERO Contract
$715
  • Your First Step to Office Ownership 
Get everything you need to launch and grow: powerful tax software, reliable backend support, and hands-on mentorship to help you scale with assurance .
  • Use your own EFIN — stay in control

  • Mentorship & compliance guidance
  • Low startup costs + flexible backend pricing
Purchase here $715
  • Purchase your preferred package
  • Review & Sign your agreement
  • Schedule your On boarding meeting
  • Scale your business
Packages

Software Packages Section

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Starter
(Best for Individuals & Small Businesses)
Free
  • Business tax strategy planning
  • E-filing capabilities for federal & state returns
  • Secure data storage
  • Email support
Get Started
MOST POPULAR PLAN
Professional
(Best for Tax Professionals)
$15 /per user
  • Full tax preparation suite
  • Multi-user access
  • Advanced reporting tools
  • Priority technical support
Upgrade Now
or contact sales
Enterprise
(Best for Growing Teams)
$30 /per user
  • All professional features +
  • Unlimited users
  • Custom branding options
  • Dedicated account manager
Request a Quote
Consultation

Which package fits you best ??

Let’s figure it out together!
This 1 hour consultation sessions is designed to help you determine which package is Right for you. The $75 payment goes towards the package of your choice.

In this call, we will review your current situation, discuss mentorship opportunities, outline your goals, and evaluate software deals.

  • Your Journey & Goals – Whether you’re brand new or ready to scale, we’ll create a clear path that works for you.
  • Software Made Simple – No more confusion! I’ll break down each package so you know exactly what fits your needs.
  • Smart Business Strategy – Software is just the start—let’s map out how to maximize your growth and long-term success.
  • Open Q&A – Bring your questions, and I’ll bring the answers!
Schedule Today -For only $75

You’re Just One Click Away from a 1-on-1 Call with the CEO!

No more guessing—let’s start winning! Follow these 4 easy steps to book your strategy session and get the guidance you need to launch, grow, and simplify your tax business.
  • Purchase your 1-on-1 Consultation Session
  • Fill out the Business Review Questionnaire
  • Schedule your One-on-One Coaching Session
  • Prepare for coaching session at your scheduled time.
BOOK NOW
Contact Us