Taxes, made easy.
Refunds made smarter.
Skip the stress of tax season. Our secure portal, clear process, and dedicated tax professionals ensure your filing is handled properly while you only pay for the services that match your situation.
Simple, Accurate, and Stress-Free Taxes
Pivot Aide Tax removes the stress from tax season with clear pricing, a secure portal, and expert guidance. Upload your documents, get step-by-step support, and we’ll handle the rest—maximizing eligible credits and filing accurately. From W-2s to 1099s and business returns, we customize your filing so you only pay for what you need.
Why you should choose us
Your taxes are prepared accurately and filed efficiently, so you get results without delays or do-overs.
Know exactly what you’ll pay before we start, with clear pricing and no hidden fees.
Work directly with experienced tax professionals who explain things clearly and answer your questions.
Upload documents safely, review your return, and sign electronically—quick and hassle-free.
Get help whenever questions come up, even after tax season is over.
How it works
We simplify the entire tax filing process—guiding you step-by-step through our secure portal—because you deserve accurate, stress-free filing and clear support you can trust.
Pick the package that matches your tax documents and situation.
Pay online, then enter your name, email, and phone number so we can set up your account.
You’ll receive an email with access to our secure client portal.
Inside the portal, you can upload your tax documents, e-sign required forms, and track your return status from start to finish.
A dedicated tax professional will review your information, request anything missing, answer questions, and guide you through each step until your return is completed and filed. You’ll always know where your return stands and what (if anything) we still need from you.
Packages & Pricing
Only pay for the tax work you need.
Get it right the first time—and feel confident about it.
$200
- W-2 income
- Unemployment (1099-G)
- Standard credits & deductions
- E-file + e-signature portal
- No Schedule C or E
$350
Everything in Basic, plus:- Multiple W-2s
- HSA (Form 8889)
- Schedule A- Deductions
- Retirement Income Distribution – 1099-R
- Live expert Q&A
- Document review checklist
- Schedule C or E
$450
Everything in Standard, plus:- 1099 income with expenses
- Schedule C (sole prop)
- Schedule E (rentals)
- Retirement Income Distribution – 1099-R
- Investments (1099-DIV/INT/B, capital gains)
- Rental & investment deductions support
- Priority support & final review
- Schedule A- Deductions
- 1099 with Interest & Dividend income without any adjustments
- 1099-B consolidated statement
- Multiple Schedule A- Deductions
$550
- 1065, 1120, or 1120-S return
- Owner/Officer W-2 support
- Schedule C/E as applicable
- Up to 3 basic K-1s included
- Year-end entity compliance checklist
$550
- 1065, 1120, or 1120-S return
- Owner/Officer W-2 support
- Schedule C/E as applicable
- Up to 3 basic K-1s included
- Multiple Schedule A- Deductions
- 1099 with Interest & Dividend income
- 1099-B consolidated statement
- Schedule D with Covered & Non covered transactions & PTP transactions
- Complex/ HNI tax return
- FBAR / Foreign Form Reporting
- Virtual currency transactions
- Hedge Fund reporting, etc.
What’s included with every package
- Secure document portal & e-signature
- Upfront pricing—no surprises
- Prep, file, and e-file confirmation
- IRS acceptance monitoring & basic audit guidance
Helpful add-ons (priced after quick scope check)
- Extra state returns • multi-state filings
- Additional/complex K-1s • Foreign income
- Amended returns • Prior-year catch-up
- Bookkeeping cleanup • Payroll & 1099 filing
File an Extension
Need more time to file? We can submit your federal extension request quickly and correctly through our secure workflow.
Who this is for
This add-on is ideal if you’re still waiting on documents (W-2/1099/K-1), have a complex situation, or simply need extra time to finalize your return.
What’s included
- Preparation and electronic filing of your extension request
- Confirmation once submitted
- Portal checklist for any remaining items needed to complete your return
Important to know
- An extension gives you more time to file, not necessarily more time to pay. If you may owe
Not sure which plan you need?
Schedule an appointment and we’ll confirm the right package before we begin.
Quick FAQs
Yes—any self-employment or rental income (Schedule C/E) falls under Premium.
Straightforward partnership/S-corp K-1s without special allocations, multi-state apportionment, or complex basis tracking. (We’ll flag anything complex upfront.)
Absolutely. We can file past years and amend returns if needed (priced after a quick scope check).