Quick Prepare
QuickPrepare is our “start now, confirm later” option. You pay a base fee, complete the intake, and we send you a secure document upload link. Once you’ve uploaded all documents, we review your full file and confirm your final package and total price by email for approval before we prepare and file.
How does QuickPrepare work?
Pay $200 and complete the QuickPrepare intake.
We send you a secure upload link with a checklist.
You upload all documents (we’ll notify you if anything is missing).
After your upload is complete, we review the full file and email you the final package and total price (including any add-ons if needed).
You approve and pay any remaining balance.
We prepare and e-file your return and provide confirmation.
The final price is confirmed only after:
- Your secure upload link has been sent, and
- You have completed uploading all required documents, and
- We have completed our review of the full file.
“Final pricing is confirmed after we send your secure upload link and you complete your document upload; we then review your full file and confirm your total price by email before filing.”
- Secure intake + document upload portal (cloud-based)
- Document review + completeness check
- Package confirmation by email (recommended package, scope, and total price)
- Next-step checklist (what we still need to finish your return)
- Base fee credit: the $200 is applied toward your final invoice if you proceed
If you decide not to proceed after we complete the initial review, the $200 covers the review and intake processing already performed. If you proceed, the $200 is credited toward your final invoice.
QuickPrepare is ideal if you:
- Have multiple forms (W-2s, 1099s, 1099-R, K-1s, etc.)
- Are self-employed or have business income/expenses
- Want to file accurately but need help selecting the right package
- Prefer expert confirmation before paying for the full package
- If you want tax preparation without the stress of choosing a package upfront, choose QuickPrepare.
Yes—pair Formation with Pivot Aide Taxes for seamless setup-to-filing support.
QuickPrepare is our “start now, confirm later” option. You pay a base fee, complete the intake, and we send you a secure document upload link. Once you’ve uploaded all documents, we review your full file and confirm your final package and total price by email for approval before we prepare and file.
Tax Extensions
What does an extension do?
An extension gives you more time to file, not more time to pay. If you expect to owe, making an estimated payment by the original deadline can help reduce penalties and interest.
Personal Tax Extensions (Individuals)
We assist with personal extensions by preparing and filing the appropriate federal extension (and guiding you on state extensions when applicable). We can also help you estimate any payment due based on the documents you have available and prior-year information.
Personal extension support typically includes:
- Federal extension filing support
- State extension guidance (as needed
- Estimated payment guidance (if you may owe)
Business Tax Extensions (Entities)
We also support business extensions for many entity filings (e.g., partnerships, S-corps, C-corps). Business extensions may require a reasonable estimate of the year’s activity, and in some cases, bookkeeping completeness impacts the quality of the estimate.
Business extension support typically includes:
- Extension filing support for eligible entity returns
- Estimated payment guidance (if applicable)
- Document checklist and timeline to finalize the return after extension filing
Download Tax Document Checklist
Getting your tax return done right starts with the right documents. Use this checklist to quickly
identify what to upload and why each item matters. If you’re missing something, don’t worry, Pivot
Aide Tax will guide you, help you retrieve or substitute acceptable records, and keep your filing
accurate and audit-ready. Below is the document list to get you prepared.
