Get started, right here, right now!

Use the request form on this page to start the tax prep process.  We will contact you and explain the process a bit further, answer any questions you may have, and provide a price quote that we will stick to – guaranteed.  Yes, we are that transparent.

Step 1

Once you are completely satisfied, you will simply pay for your return, it will be e-filed on your behalf, and a final copy will be provided to you.

Step 3

OUR advisors HAVE BEEN EVERYWHERE – Boutique Tax fIrms TO the Forune 500. 

Founded and managed by IRS Enrolled Agents with many years of experience working with individuals, privately-held small businesses, and within the tax departments of several Fortune 500 financial services companies. 

Step 2


Step 4

Individual Taxes ... virtually made simple!

  • Tax Preparation and Planning
  •  IRS and State Tax Audit Representation/Relief
  •  Special Projects and Training

Using state-of-the-art secure file sharing, we will provide you with a secure link where you will answer our brief questionnaire (tailored to your unique tax situation) and upload your tax documents.

Working with CBO Tax Advisors, LLC to complete your tax return couldn’t be easier!


A US-based federally-licensed IRS Enrolled Agent will prepare your return, then work with you to schedule a brief session via phone or video chat, where your return will be reviewed and any outstanding questions will be answered.  You will also be provided some free tips for next year.