Client-driven tax support

Tax coaching and research services.

Guidance for individuals who want help understanding tax forms, organizing documents, researching tax questions, and deciding whether their return is simple enough to self-prepare.

Request a Tax Coaching Intake

Important service boundary

Coaching and research, not full tax preparation.

Under this service, the client remains responsible for preparing, reviewing, approving, signing, and filing their own tax return.

  • ✓Document organization and issue spotting
  • ✓Plain-language tax form explanations
  • ✓Research support and self-prep guidance

Three service levels

Choose the level based on the return’s complexity.

Each level is based on the client’s tax situation, forms involved, research needed, and overall risk level.

Basic

$125

1

Basic Client-Driven Coaching

For simple individual tax situations where the client needs help getting organized before completing or reviewing their own return.

  • ✓Short review of the tax situation
  • ✓Basic document checklist
  • ✓Explanation of common forms
  • ✓Simple pre-filing checklist
Best for W-2, Social Security, retirement, and small interest

Moderate

$250

2

Moderate Client-Driven Coaching

For clients who still want to self-prepare but have one or two common tax issues that need more explanation.

  • ✓One extended coaching session
  • ✓Document-to-form checklist
  • ✓Deduction and credit issue spotting
  • ✓Written action list after the session
Best for dependents, credits, 1095-A, HSA, simple Schedule C, or one state

Complex

$400 minimum

3

Complex Coaching and Research

For higher-risk tax questions where the client needs document review, research, risk explanation, and a recommendation on whether self-preparation is still safe.

  • ✓Review of documents connected to the issue
  • ✓Research-based discussion of possible treatment
  • ✓Risk areas to review before filing
  • ✓Written summary when included in the quote
Best for K-1s, trusts, inheritance, rentals, amendments, or residency issues

Client responsibility

The client remains responsible for providing complete information, controlling their tax software account, reviewing the final return, deciding whether to file, signing, submitting, paying software fees, paying taxes due, and keeping records.

Client-driven tax coaching and research is an educational support service. The client remains responsible for the accuracy, completeness, review, signing, and filing of their own tax return. UnitedWerks does not prepare, sign, or file the return under this service and does not provide legal advice, financial planning, or IRS/state representation.