Individual & Business Tax Preparation
VerPaX Tax Services
Tax preparation for individuals and businesses, backed by a secure, staff-reviewed intake process. Start with a short intake form — no account or sensitive documents required to begin.
Already started an intake? Use Secure Document Upload to send documents — sign-in required.
Services
Tax preparation for your situation
The intake form adapts to what you're filing — an individual return, a business return, or both together.
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01
Individual Tax Preparation
Wages, self-employment, investment, retirement, and other personal income — filing status, dependents, and deductions covered through one guided intake.
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02
Business Tax Preparation
Sole proprietorships, LLCs, partnerships, and corporations. Intake covers entity type, income, expenses, payroll, and bookkeeping status so preparation starts with a clear picture.
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03
Individual + Business Returns
File a personal return alongside one or more businesses in a single intake — the form links your business sections to your individual information automatically.
How It Works
A secure, two-step intake
Intake and document upload are handled by two separate forms, by design — so the fastest, easiest step (getting started) never requires an account or sensitive files.
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1
Tax Intake — no sign-in required
Tell us about your filing situation: individual, business, or both. This step never asks for a full Social Security number, ID or Social Security card images, W-2/1099 files, tax-return files, or bank or card numbers.
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2
Secure Document Upload — sign-in required
When you have documents ready (or later, if you don't yet), use this separate form to upload them. Google requires sign-in for file uploads, which also keeps your documents attached to your own account activity.
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3
Staff Review
A VerPaX team member reviews your intake and reaches out using your preferred contact method with next steps.
Preparing to File
Documents you may need
You don't need any of these to start your intake. This list is a general starting point — your VerPaX preparer will confirm exactly what applies to your situation.
For individuals
- W-2s and 1099s
- Prior-year tax return, if available
- Mortgage interest and tuition statements
- Records of charitable contributions
- Childcare provider information
- Any IRS or state notices you've received
For businesses
- Income and expense records
- Payroll records, if you have employees
- Prior-year business return, if available
- Bookkeeping reports or accounting software export
- Records of business assets or equipment purchases
- Any IRS or state notices you've received
Government ID & Social Security card
These are requested only through the Secure Document Upload form, never through the general intake form — and only if needed for your specific filing.
Privacy & Security
How your information is handled
What the intake form never asks for
Full Social Security numbers, Social Security card or ID images, W-2/1099 files, tax-return files, or bank/card numbers are never collected on the general intake form.
Encryption & access
Our intake tools run on Google Workspace, which encrypts data in transit and at rest. Access to your information is restricted to authorized VerPaX staff, and document upload requires you to sign in to a Google account.
What emails from us contain
Automated confirmation and notification emails include only non-sensitive details, such as your submission ID and status — never document contents, dates of birth, or identification numbers.
Get Started
Start your intake or reach out directly
The intake form takes a few minutes and adapts to your filing situation. Prefer to ask a question first? Email us.
Indianapolis, Indiana